Tax and Trust Manager

Trusts and Estates Tax Manager job in Bury St Edmunds

Hays are recruiting for a well established and highly respected professional services firm in Bury St Edmunds who are recruiting an experienced Trusts & Estates Tax Manager to join their growing Private Client Tax team. This opportunity sits within a collaborative, multidisciplinary environment, working closely with tax, legal, accounts and financial planning specialists to deliver a complete advisory service to high-net-worth individuals, families and trustees.
The roleYou will take ownership of your own varied portfolio of trust and estate clients, acting as a trusted adviser and delivering high quality compliance and advisory services. The role offers a strong balance of technical work, client interaction and opportunities to contribute more broadly to the development of the Trusts & Estates offering.
Key responsibilities include:

Providing advisory support on trusts, estates and private client tax matters, identifying planning opportunities aligned to clients' wider personal and family objectivesPreparing and reviewing complex trust and estate tax returns, accounts and Inheritance Tax returnsManaging client relationships, ensuring deadlines are met and a consistently high standard of service is maintainedSupporting the wider tax team with trust related technical inputContributing to business development activity, including marketing initiatives, publications and eventsMentoring and supporting junior members of the Trusts & Estates team
About youYou will be an experienced Trusts & Estates professional, confident working with complex technical matters and managing your own workload in a deadline driven environment.
You will ideally have:Previous experience in a Trusts & Estates / Private Client Tax roleCTA and/or STEP qualificationStrong technical knowledge across trusts, estates and private client taxationA commercial mindset with an understanding of recoverability and WIPExcellent communication skills and a confident, professional client facing mannerA collaborative approach and the ability to work effectively within a multidisciplinary team
What's on offerCompetitive salary27 days' holiday (plus bank holidays) and birthday leaveFlexible and hybrid working arrangementsGenerous pension scheme with employer contributionsPrivate medical insurance and income protectionFull study support, paid professional subscriptions and ongoing CPDA supportive, inclusive culture with clear opportunities for progression
This is an excellent opportunity for a Trusts & Estates specialist seeking a long term role within a stable, forward thinking firm offering both technical depth and a strong quality of life proposition.
Interested in finding out more? Apply now or contact Cara Whyte at Hays for a confidential discussion.