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Permanent

Private Client Tax Manager (Trusts/Compliance)

Hays Senior Finance
City
money-bag £50000 Annual
Posted: 06 September 2026 (Today)
Closing date: 06 October 2026
Ref: 3166615318

Your new companyA leading and rapidly growing professional services firm is seeking an experienced Private Client Trust Tax Manager or Senior Manager to join its established tax team. The firm provides specialist advice to a broad range of private clients, trusts, estates, family businesses and high-net-worth individuals, offering an excellent platform for career progression within a collaborative and supportive environment.Your new roleYou will be responsible for managing a varied portfolio of private clients, trusts and estates, acting as the primary point of contact and ensuring the delivery of high-quality compliance and advisory services.Key responsibilities include:Managing a portfolio of private clients, trusts and estatesOverseeing the completion of Self Assessment tax returns, MTD reporting and Final DeclarationsActing as the main client contact and developing strong, long-term relationshipsManaging portfolio profitability, including WIP control, billing and fee planningIdentifying opportunities for additional services and supporting business development activityReviewing work prepared by junior team members and providing technical guidancePreparing and reviewing advisory work including: Trust registrations and compliance, Trust and estate tax matters, Inheritance Tax returns, Capital Gains Tax calculations and reporting, Remuneration planningWorking closely with specialists across tax and wider service lines to deliver integrated client solutionsSupporting, ..... full job details .....

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