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 role
You 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 you
You 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.
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