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 objectives

Preparing and reviewing complex trust and estate tax returns, accounts and Inheritance Tax returns

Managing client relationships, ensuring deadlines are met and a consistently high standard of service is maintained

Supporting the wider tax team with trust related technical input

Contributing to business development activity, including marketing initiatives, publications and events

Mentoring 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 role

CTA and/or STEP qualification

Strong technical knowledge across trusts, estates and private client taxation

A commercial mindset with an understanding of recoverability and WIP

Excellent communication skills and a confident, professional client facing manner

A collaborative approach and the ability to work effectively within a multidisciplinary team

What's on offer

Competitive salary

27 days' holiday (plus bank holidays) and birthday leave

Flexible and hybrid working arrangements

Generous pension scheme with employer contributions

Private medical insurance and income protection

Full study support, paid professional subscriptions and ongoing CPD

A 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.