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Tax & trusts manager

Tunbridge Wells
Permanent
Jmc Legal Recruitment
Manager
Posted: 11 June
Offer description

Tax & Trusts Manager

BBBH56193_1746773660

Tax & Trusts Manager - Top 200 Firm | Tier 1 Private Client Team | Tunbridge Wells

Are you an experienced Tax & Trusts professional looking to take the next step in your career? Join a Top 200-ranked, leading firm with a Tier 1 Private Client practice, known for delivering exceptional service to high-net-worth individuals, families, and trustees.

As a Tax & Trusts Manager, you will play a key role in advising on complex trust structures, estate planning, and tax-efficient wealth preservation. You'll work alongside top-tier private client specialists in a collaborative and forward-thinking environment, managing a diverse and prestigious client base.

The Role:

1. Advising on trusts, estates, IHT planning, and personal tax matters
2. Managing client relationships and overseeing compliance and advisory work
3. Supporting high-net-worth individuals, families, and business owners with bespoke tax solutions. Working closely with leading legal and financial professionals within the firm

Requirements:

4. Experience in a similar role as a Tax & Trusts Manager, ideally within a leading firm
5. Strong technical knowledge of UK personal tax, trust taxation, and estate planning
6. STEP qualification (or working towards it) is highly desirable
7. Ability to manage client relationships and provide proactive, strategic advice
8. Strong analytical skills with the ability to handle complex tax matters

What's on Offer?

9. A market-leading private client team with a stellar reputation
10. Career progression in a dynamic and supportive environment
11. Hybrid working and excellent work-life balance
12. Competitive salary and benefits package

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