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Tax & trusts manager

Wells
JMC Legal Recruitment
Manager
Posted: 6 July
Offer description

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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:

* Advising on trusts, estates, IHT planning, and personal tax matters
* Managing client relationships and overseeing compliance and advisory work
* 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:

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

What's on Offer?

* A market-leading private client team with a stellar reputation
* Career progression in a dynamic and supportive environment
* Hybrid working and excellent work-life balance
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