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. #