Private Client Tax Senior Manager - Trust & Family Office Top 10 Firm | £85,000 - £98,000 + Benefits | London | Hybrid

Are you looking for a Senior Manager opportunity that offers genuine technical trust work, international exposure and a clear route to Director?

A highly regarded Top 10 accountancy and advisory firm is seeking a Private Client Tax Senior Manager to join its specialist Trust & Family Office team.

This is an opportunity to work alongside recognised experts advising trusts, family offices, high-net-worth families and international wealth structures, with exposure to some of the most technically challenging private client work in the market.

The team is a recognised specialist practice, combining deep trust expertise with a collaborative culture that places a solid emphasis on knowledge sharing, mentoring and long-term career development.

The Opportunity As a Private Client Tax Senior Manager, you'll take ownership of a high-quality portfolio of trust and private client relationships while advising on sophisticated UK and international planning matters.

Working closely with Partners and Directors, you'll gain exposure to complex trust structures, succession planning, inheritance tax, family office matters and cross-border wealth planning, whilst playing a key role in developing the next generation of trust specialists.

At Senior Manager level, the role becomes increasingly advisory-focused, with significant involvement in strategic and technically challenging client assignments.

Key Responsibilities Managing a portfolio of trusts, family offices and private clients

Advising trustees, beneficiaries and wealthy families on complex tax matters

Leading on trust,



estate and succession planning assignments

Delivering a blend of compliance and advisory work with a strong advisory focus

Working on UK and international trust structures

Reviewing technical work and ensuring exceptional client service

Supporting and mentoring junior team members

Working closely with Partners on complex planning projects and client relationships

Why This Role Stands Out Join one of London's leading Trust & Family Office teams

Significant exposure to international and offshore trust structures

Approximately 50% UK and 50% international trust work

Strong advisory focus at Senior Manager level

Opportunity to work on highly technical trust and estate planning matters

Direct access to experienced Trust & Family Office Partners

Collaborative culture focused on learning, development and team success

Clear progression pathway to Director

High-quality client base including family offices, trustees and UHNW families

Business development is Partner-led, allowing greater focus on technical delivery and client relationships

Culture & Development This is a close-knit specialist team with an excellent reputation for developing trust professionals.

The firm has a strong track record of promoting from within and provides structured progression through regular development reviews,



mentoring and leadership support. The culture is notably collaborative, with trust specialists working closely alongside private wealth, entrepreneurial and international tax teams to deliver joined-up advice to clients.

Unlike many firms, success is driven by technical excellence, client service and collaboration rather than internal competition.

About You CTA and/or ACA qualified

Operating at Manager or Senior Manager level

Experienced in trust taxation and trust administration

Comfortable managing relationships with trustees and private clients

Able to handle technically complex trust and estate matters

Looking to build a long-term career within a specialist trust practice

Experience of international trust structures, offshore trusts, inheritance tax and family office clients would be particularly advantageous.

Package £85,000 - £98,000

Hybrid and flexible working

25 days' holiday plus bank holidays

Private medical insurance

Pension scheme

Life assurance

Career coaching and mentoring

Extensive learning and development support

Clear pathway to Director level

As 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.

📌 Private Client Senior Manager - Trusts / Family Office (Halifax Regional Municipality)
🏢 PRO-TAX RECRUITMENT
📍 Halifax Regional Municipality