Trust Tax Senior Manager

Trust Tax Senior Manager

📍 Location: Ipswich or Norwich

Are you an ambitious Trust Tax specialist looking to take your career to the next level? This is your opportunity to lead a high-performing team, manage a diverse portfolio, and drive business growth.

Our Trust Tax team supports UK and offshore Trusts, Charities, Estates, and HNWIs with expert tax planning strategies. Now, we’re looking for a Trust Tax Senior Manager to make a real impact.

Why Join Us:

✔ Path to Director – Shape your role with clear growth opportunities.

✔ Diverse Clients – Work with HNWIs, UHNWIs, trusts, and charities.

✔ Collaborative Culture – Supportive team environment focused on development.

✔ Hybrid Working – Flexible arrangements with anchor office days.

✔ Competitive Salary – Starting at £65,500 to mid £70k + 6% cash allowance.

Your Role:

• Lead and develop a team while managing a portfolio of clients.
• Provide expert trust and estate tax advice to HNWIs and family offices.
• Identify and pursue new business opportunities.
• Oversee trust accounts, tax pools, and ensure compliance.
• Build strong relationships with Directors, Partners, and clients.

What We’re Looking For:

✅ Proven trust tax expertise within a practice environment.

✅ Experience advising HNW/UHNW clients on complex trust and estate tax matters.

✅ Strong business development skills and a growth mindset.

✅ Leadership & management experience to develop junior staff.

✅ CTA and/or STEP qualification (STEP desirable but not essential).

✅ Knowledge of trust accounts & tax accounting (including tax pools).

Your Future

With a vision to grow, we aim to double your portfolio target within a year and reach £500k over four years. If you're ready to lead, grow, and succeed, apply today!