31 Aug
|
PRO-TAX RECRUITMENT
|
Dundee
31 Aug
PRO-TAX RECRUITMENT
Dundee
Private Client Tax Senior Manager - Trust & Family OfficeTop 10 Firm | £85,000 - £98,000 + Benefits | London | HybridAre 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 strong emphasis on knowledge sharing, mentoring and long-term career development.The OpportunityAs 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 ResponsibilitiesManaging a portfolio of trusts, family offices and private clientsAdvising trustees, beneficiaries and wealthy families on complex tax mattersLeading on trust,
estate and succession planning assignmentsDelivering a blend of compliance and advisory work with a solid advisory focusWorking on UK and international trust structuresReviewing technical work and ensuring exceptional client serviceSupporting and mentoring junior team membersWorking closely with Partners on complex planning projects and client relationshipsWhy This Role Stands OutJoin one of London's leading Trust & Family Office teamsSignificant exposure to international and offshore trust structuresApproximately 50% UK and 50% international trust workStrong advisory focus at Senior Manager levelOpportunity to work on highly technical trust and estate planning mattersDirect access to experienced Trust & Family Office PartnersCollaborative culture focused on learning, development and team successClear progression pathway to DirectorHigh-quality client base including family offices, trustees and UHNW familiesBusiness development is Partner-led, allowing greater focus on technical delivery and client relationshipsCulture & DevelopmentThis 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 YouCTA and/or ACA qualifiedOperating at Manager or Senior Manager levelExperienced in trust taxation and trust administrationComfortable managing relationships with trustees and private clientsAble to handle technically complex trust and estate mattersLooking to build a long-term career within a specialist trust practiceExperience of international trust structures, offshore trusts, inheritance tax and family office clients would be particularly advantageous.Package£85,000 - £98,000Hybrid and flexible working25 days' holiday plus bank holidaysPrivate medical insurancePension schemeLife assuranceCareer coaching and mentoringExtensive learning and development supportClear pathway to Director levelAs 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 (Dundee)
🏢 PRO-TAX RECRUITMENT
📍 Dundee