Private Client Manager - Trusts And Family Office (Dundee)

Private Client Manager - Trusts And Family Office (Dundee)

07 Aug
|
PRO-TAX RECRUITMENT
|
Dundee

07 Aug

PRO-TAX RECRUITMENT

Dundee

Private Client Tax Manager - Trust & Family OfficeTop 10 Firm | £70,000 - £85,000 + Benefits | London | HybridLooking to build your career within one of the market's leading Trust & Family Office teams?A highly regarded Top 10 accountancy and advisory firm is seeking a Private Client Tax Manager to join its growing Trust & Family Office practice.This is an excellent chance for a trust-focused private client professional looking to deepen their technical expertise while gaining exposure to sophisticated UK and international family wealth structures, trustees, estates and high-net-worth families.The team advises a diverse client base and is known for its team-oriented culture, strong technical capability and clear progression opportunities.The OpportunityAs a Private Client Tax Manager, you'll manage a portfolio of private clients, trusts and family office relationships while working closely with experienced Directors and Partners on complex planning matters.The role offers exposure to both UK and international trust work, providing an excellent platform for someone looking to broaden their advisory experience and progress towards Senior Manager.Key ResponsibilitiesManaging a portfolio of private clients, trusts and family office relationshipsAdvising trustees, beneficiaries and high-net-worth individualsDelivering a blend of compliance and advisory workSupporting trust, estate and succession planning projectsManaging WIP,



billing and client service deliveryWorking closely with senior stakeholders on complex technical mattersCoaching and mentoring junior team membersBuilding strong relationships with clients and professional intermediariesWhy This Role Stands OutJoin a specialist Trust & Family Office team within a leading Top 10 firmExposure to both UK and international trust structuresStrong mix of compliance and advisory workOpportunity to work alongside recognised trust specialistsDirect Partner exposure and involvement in complex client mattersClear progression pathway to Senior ManagerCollaborative, supportive and non-political cultureBroad exposure across trusts, estates, family offices and private wealth clientsHybrid and flexible working arrangementsAbout YouYou are likely to be:CTA and/or ACA qualifiedOperating at Manager level within Private Client TaxExperienced in advising trusts and private clientsComfortable managing client relationships independentlyInterested in developing deeper trust and family office expertiseLooking for a long-term career opportunity within a growing specialist teamExperience of estates, international trusts or family office clients would be advantageous but is not essential.Package£70,000 - £85,000 depending on experienceHybrid and flexible working25 days' holiday plus bank holidaysPrivate medical insurancePension schemeLife assuranceCareer coaching and mentoringStructured learning and development supportClear progression frameworkAs an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable. #J-18808-Ljbffr

📌 Private Client Manager - Trusts And Family Office (Dundee)
🏢 PRO-TAX RECRUITMENT
📍 Dundee

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