CrawlJobs Logo

Trust Tax Assistant Manager/ Manager

bdo.co.uk Logo

BDO UK LLP

Location Icon

Location:
United Kingdom , Birmingham

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

Our Trust Tax team offers a plethora of carefully tailored services to an equally varied range of clients – from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Part of the Private Client Services team, our expertise plays an integral part of a family's overall tax planning strategy. Here, you’ll have the opportunity to expand and strengthen your skillset and gain an invaluable insight into the wider Tax business within BDO. You’ll be supported to develop your career and help others do the same, all while undertaking an exciting, varied workload for a broad range of clients.

Job Responsibility:

  • Act as a point of contact within the firm for the client together with the other senior staff
  • Deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm’s criteria
  • Pro-actively manage their own workload
  • Provide overall support to Senior Managers and Directors on client matters
  • Assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work

Requirements:

  • Experience in providing trust and estate advice to high net worth individuals
  • Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment
  • Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools)
  • Experience of dealing with HNW clients
  • Staff management experience
  • CTA and/or STEP qualified (or equivalent)

Nice to have:

Experience of charity clients is a plus but not essential

What we offer:
  • Health and wellness programmes
  • Pension plan
  • Private medical
  • Income protection plan
  • Holidays
  • Bike to work scheme

Additional Information:

Job Posted:
March 01, 2026

Icon
BDO UK LLP - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Trust Tax Assistant Manager/ Manager

Private Client Tax Assistant Manager

Crowe Watson Recruitment is delighted to be recruiting for a Private Client Tax ...
Location
Location
United Kingdom , London
Salary
Salary:
50000.00 - 65000.00 GBP / Year
https://crowewatson.co.uk/ Logo
Crowe Watson
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CTA qualified or working towards (ACA/ACCA also considered)
  • Strong technical knowledge of personal tax legislation
  • Excellent communication and client-facing skills
  • Must have a minimum of 3 years previous experience working within a UK Practice environment
  • A proactive approach and ability to work independently and as part of a team
Job Responsibility
Job Responsibility
  • Manage a portfolio of Private Client tax cases including HNWIs, trusts, and estates
  • Review self-assessment tax returns and provide technical guidance to junior staff
  • Liaise with clients and HMRC on a regular basis, offering proactive tax planning advice
  • Support Partners in business development and client relationship management
  • Keep up to date with changes in tax legislation and contribute to internal knowledge sharing
What we offer
What we offer
  • Flexible working arrangements
  • Excellent company pension scheme
  • Wide range of additional benefits to support a healthy work-life balance
  • Structured training
  • Clear progression routes
  • Fulltime
Read More
Arrow Right

Private Client Tax Assistant Manager

This is an excellent opportunity for a motivated individual with experience in p...
Location
Location
United Kingdom , Glasgow
Salary
Salary:
40000.00 - 55000.00 GBP / Year
https://crowewatson.co.uk/ Logo
Crowe Watson
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • ATT and/or CTA qualified (or equivalent experience)
  • Strong understanding of UK personal tax legislation
  • Must have a minimum of 3 years previous experience working within a UK Practice environment
  • Excellent communication and client relationship skills
  • Ability to manage multiple deadlines and projects
Job Responsibility
Job Responsibility
  • Manage a portfolio of private clients, including HNWIs, trusts, and business owners
  • Review and prepare complex personal tax returns
  • Provide tax planning and advisory support on a range of matters
  • Support and mentor junior team members
  • Liaise directly with clients and HMRC
  • Ensure compliance with relevant legislation and internal procedures
What we offer
What we offer
  • flexible working arrangements
  • competitive company pension scheme
  • Fulltime
Read More
Arrow Right

Private Client Tax Assistant Manager

Crowe Watson Recruitment is delighted to be recruiting on behalf of a leading fi...
Location
Location
United Kingdom , Bristol
Salary
Salary:
45000.00 - 55000.00 GBP / Year
https://crowewatson.co.uk/ Logo
Crowe Watson
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Must have a minimum of 3 years previous experience working within a UK Practice environment
  • ATT qualified (or equivalent) with a desire to work towards CTA, or CTA qualified
  • Strong technical knowledge of UK personal tax legislation
  • Excellent communication and interpersonal skills
  • Ability to manage workloads and meet deadlines
Job Responsibility
Job Responsibility
  • Managing a portfolio of private client tax clients including HNWIs and trusts
  • Preparing and reviewing self-assessment tax returns
  • Providing tax planning and advisory services
  • Liaising with HMRC and dealing with client queries
  • Supporting the training and development of junior staff
What we offer
What we offer
  • Supportive environment
  • Real career progression
  • Diverse and interesting client portfolio
  • Work-life balance
  • Continuous development
  • Fulltime
Read More
Arrow Right

Trust & Tax Assistant

A well-established and supportive Private Wealth team in Manchester is looking t...
Location
Location
United Kingdom , Manchester
Salary
Salary:
27000.00 - 42000.00 GBP / Year
https://www.douglas-scott.co.uk Logo
Douglas Scott
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong administrative skills and a genuine interest in private wealth, trusts, or estate work
  • Prior experience in a private client setting or exposure to trust/estate administration is desirable
  • Excellent attention to detail and ability to manage multiple tasks effectively
  • Strong communication, time management, and organisational skills
  • Proactive, self-motivated individual with the ability to take ownership of tasks
  • Familiarity with CCH or similar tax software is an advantage, though training will be provided
Job Responsibility
Job Responsibility
  • Liaising with clients, accountants, and investment managers to support trust and estate matters
  • Assisting with the preparation of trust accounts and returns for inheritance tax, capital gains tax, and income tax
  • Handling payments and capital/income distributions
  • Preparing documentation for trustee meetings, including drafting meeting minutes
  • Supporting the management of case deadlines, billing, and client updates
  • Assisting in the drafting and review of investment policy statements
  • Maintaining professional standards in all client communications
What we offer
What we offer
  • Clear progression pathways and ongoing training in trust and tax administration
  • Work in a modern office based in Manchester’s Spinningfields with hybrid flexibility (up to 2 remote days per week)
  • Supportive environment with long-term career potential in private wealth
  • Fulltime
Read More
Arrow Right

Tax Director / Senior Tax Manager / Tax Manager

Conner Ash P.C., a highly respected public accounting Firm with nearly 100 years...
Location
Location
United States , St. Louis
Salary
Salary:
Not provided
connerash.com Logo
Conner Ash P.C.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CPA license required
  • Seven or more years of tax compliance and/or accounting experience in a public accounting or comparable environment
  • Strong technical skills including the ability to effectively utilize technology
  • A commitment to continuous learning
  • Excellent supervisory, analytical and leadership ability
  • Have the ability to meet challenging client requirements, provide services and possess strong communication (verbal and written), interpersonal, analytical and research abilities
  • Proficiency in Microsoft Office programs (Word and Excel required)
Job Responsibility
Job Responsibility
  • Review business, individual and trust tax returns
  • Provide guidance and review general accounting services
  • Have a general understanding of Internal Revenue Code Subchapter C, Subchapter K and Subchapter S
  • Recognize, research, document and satisfactorily resolve technical tax issues
  • Supervise/mentor team members assigned to client engagements and/or assignments
  • Assist with overall departmental responsibilities including engagement scheduling and departmental hiring
  • Work closely with and directly communicate with principals, managers and other team members
  • Effectively work with Firms members providing other lines of services to clients
  • Assist in the coordination and presentation of internal CPE events
  • Assist in proposals and business development for new and prospective clients
What we offer
What we offer
  • Competitive salaries
  • Annual performance-based bonuses
  • Flexible work hours, remote working arrangements and 4-day work weeks during non-peak times of the year
  • 100% Firm paid employee medical plans
  • Fulltime
Read More
Arrow Right

Mixed Tax Assistant Manager

Mixed tax roles are hard to come by these days. Most firms want to pigeonhole yo...
Location
Location
United Kingdom , Gloucester
Salary
Salary:
45000.00 - 55000.00 GBP / Year
accountancyrecruiters.com Logo
The Accountancy Recruiters
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • ACA / ACCA / ATT / CTA qualified or near-qualified
  • Solid compliance experience across personal and corporate tax
  • Exposure to advisory work — or a clear desire to get more involved
  • Strong communication and review skills
  • Someone who wants to stay mixed — and be trusted to grow
Job Responsibility
Job Responsibility
  • Manage and review a portfolio spanning personal and corporate tax clients
  • Act as a key point of contact for clients — not just back-office support
  • Review tax returns and assist on planning projects (CGT, IHT, restructuring, R&D, share schemes, etc.)
  • Work closely with managers and partners across the full tax spectrum
  • Support and mentor junior team members
  • Help spot opportunities, solve problems, and add value
What we offer
What we offer
  • Hybrid working and a healthy team culture
  • Competitive salary and full support with qualifications (if needed)
  • A real mixed tax portfolio — no narrowing, no push to specialise
  • Clear route to Manager and long-term progression
  • Varied advisory work and direct partner access
  • Fulltime
Read More
Arrow Right

Tax Manager

We are in search of a Tax Manager to join our team in the public industry, based...
Location
Location
United States , The Woodlands
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 7 years of experience in a tax-related role
  • Demonstrated ability to prepare tax returns efficiently and accurately
  • Proficiency in using QuickBooks Online for financial management and tax preparation
  • In-depth knowledge of tax law and its application in various scenarios
  • Experience in providing tax consulting services to diverse clients
  • Outstanding ability to communicate with clients effectively, addressing their concerns and queries promptly
Job Responsibility
Job Responsibility
  • Execute tax consulting, including providing clients with potential tax savings recommendations
  • Prepare and review Federal and State tax returns for various entities such as businesses, trusts, estates, and individuals
  • Conduct research on current tax laws and share relevant information with the team
  • Maintain regular and timely communication with clients and respond to their inquiries
  • Handle onboarding of new clients, educating them about tax issues, implications, potential savings, and analysis/results
  • Supervise the tax department, ensuring the accuracy and timeliness of their work
  • Identify tax errors, devise effective solutions to prevent recurrence, and impart this practical knowledge to the team
  • Assist in the continued development of the tax department staff members through training and education
  • Solve staff and client questions and ensure client deadlines are met
  • Display proficiency in tax returns, including Federal business and individual, Trust, Estate, and all individual State returns
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Trust Tax Accountant

This role will consist of ensuring accurate and timely preparation of trust tax ...
Location
Location
United States , Wilmington
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of trust tax experience
  • 2+ years of management/supervisory experience
  • Credentialed tax professional – CPA, EA or LLM
  • Proficient Microsoft Office skills, Advanced Excel
  • Trust or Financial services industry is also strongly preferred
Job Responsibility
Job Responsibility
  • Manage individual and corporate trust accounts
  • Assist with IRS filing systems
  • Keep abreast of all Trust rules and regulations
  • Identify and mitigate potential risk issues
  • Assist with client tax filing
  • Initiate the auditing process
  • Source and build prospect client pipeline
  • Build strong relationships with outside wealth advisors
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy