Job Description
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. # 4789075