CrawlJobs Logo

Trusts Tax Manager

United Kingdom, Manchester · Job Posted March 21, 2026
Apply Position
Job Link Share

Job Description

Working as part of our National Trusts Tax team, you’ll have the opportunity to manage a large and varied portfolio of clients with support from an exceptional network of senior leadership and junior colleagues. We work to develop our internal talent and offer a great deal of client exposure and responsibility in return.

Job Responsibility

  • Manage your own interesting portfolio of varied trust clients
  • Take responsibility for developing more junior team members
  • Be actively involved in client meetings, concisely and confidently answering client queries
  • Be involved in supporting senior management in producing high quality tax compliance and advice accurately, delivering on expectations and deadlines
  • Grow your internal network and work with the wider Tax teams and the wider GT network

Requirements

  • Professional qualification (CTA or STEP) with post qualification experience
  • Confident managing a portfolio of clients
  • Working knowledge of Trusts Tax
  • Experience of managing a client portfolio

Nice to have

  • Trust and/or Private Client advisory experience (including advice on potential changes to Trusts, tax efficient trust payments, and Inheritance Tax planning)
  • Trust compliance experience
  • A working knowledge of onshore trusts
  • Experience with offshore trusts (desirable but not essential)
  • Experience with a varied portfolio of trust clients

What we offer

  • Life cover
  • Income protection
  • Matched pension
  • Health screening
  • Dental and eye care
  • Doctor@Hand
  • Mortgage advice
  • Will writing
  • Investment accounts
  • Buying holiday
  • Bike schemes
  • Discounts and cashback
  • Flexible working
  • Reduced hours
  • Job shares
  • Work life balance
  • Inclusive culture
  • Secondments
  • Fundraising for local charities
  • Investing in entrepreneurs

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Trusts Tax Manager

8 matching positions

Tax Manager/Senior Tax Manager - Trusts & Estates

Well respected Public Accounting Firm with a 30+ year history in the Concord, MA...
Location
Location
United States , Concord
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CPA ideally but not mandatory
  • 8+ years of public accounting tax experience
  • Strong expertise in fiduciary, estate, gift, and high-net-worth individual taxation
  • Excellent technical, analytical, and client service skills
Job Responsibility
Job Responsibility
  • Prepare Forms 1041, 706, 709 and complex 1040 returns, depending on skill level reviewing returns also possible
  • Advise clients on trust, estate, gift, questions
  • Research complex tax issues and provide technical guidance
  • Serve as a client contact and manage multiple engagements
  • Mentor, train, and review the work of tax staff and seniors
  • Collaborate with attorneys, financial advisors, trustees, and executors
What we offer
What we offer
  • 100% paid Health Benefits
  • 4-day workweek offseason (June - Sept)
Read More
Arrow Right

Tax Manager – Trusts & Estates

This firm is known for exceptional client service, top peer‑review ratings, stro...
Location
Location
United States , Melville, Long Island, NY
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of public accounting experience with a heavy focus on Trusts & Estates
  • CPA required
  • CPA/Attorney or JD/LLM highly desirable
  • Extensive experience with Trusts, Estates, Gift Tax, and GST compliance
  • Strong technical skills paired with polished client‑facing communication
  • Proven ability to manage multiple engagements and deadlines
Job Responsibility
Job Responsibility
  • Manage and review complex Trust, Estate, Gift Tax, and GST filings
  • Provide high‑level tax planning and compliance services for high‑net‑worth individuals and families
  • Advise clients on estate, gift, and generation‑skipping transfer strategies
  • Oversee compliance processes and ensure accuracy, timeliness, and regulatory adherence
  • Serve as a trusted advisor, maintaining strong client relationships and service excellence
  • Mentor and develop staff while collaborating closely with partners
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
Read More
Arrow Right

Trust Tax Assistant Manager/ Manager

Our Trust Tax team offers a plethora of carefully tailored services to an equall...
Location
Location
United Kingdom , Birmingham
Salary
Salary:
Not provided
bdo.co.uk Logo
BDO UK LLP
Expiration Date
Until further notice
Flip Icon
Requirements
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)
Job Responsibility
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
What we offer
What we offer
  • Health and wellness programmes
  • Pension plan
  • Private medical
  • Income protection plan
  • Holidays
  • Bike to work scheme
Read More
Arrow Right

Tax Senior Or Tax Manager – Family Office

Location
Location
United States , Rockville
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in high-net-worth individual tax required
  • Strong exposure to estate and trust tax
  • Some understanding of partnership tax
  • Ability to move comfortably between detailed compliance work and higher-level planning support
  • Strong writing skills, including drafting memos and professional communications
  • Highly organized, proactive, and responsive with strong follow-through
  • A collaborative mindset and willingness to step in where needed
  • Public accounting, family office, or private client tax experience is highly valued
Job Responsibility
Job Responsibility
  • Partner closely with senior leadership on a wide range of tax matters
  • Support high-net-worth individual tax compliance, analysis, and planning
  • Assist with estate and trust tax matters
  • Contribute to partnership tax work
  • Serve as a flexible tax generalist handling lower-level compliance work while also supporting broader tax initiatives
  • Prepare tax calculations and projections
  • Assist with tax analysis and planning projects
  • Draft clear, professional tax memos, correspondence, and emails
  • Track action items and manage follow-ups to ensure timely execution
  • Potentially assist with private equity tax compliance matters
What we offer
What we offer
  • Competitive compensation and benefits
  • Free online training
  • Benefits available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
  • Ability to enroll in company 401(k) plan for hired contract/temporary professionals
Read More
Arrow Right

Private Client Tax Manager or Senior Manager

Private Client Tax Manager or Senior Manager role at a Top 25 firm in Birmingham...
Location
Location
United Kingdom , Birmingham
Salary
Salary:
50000.00 - 70000.00 GBP / Year
accountancyrecruiters.com Logo
The Accountancy Recruiters
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CTA qualified
  • Solid advisory experience
  • Confidence to lead conversations with sophisticated clients
Job Responsibility
Job Responsibility
  • Handle complexities of HNW clients, trusts, estates, and succession planning
  • Shape the direction of the team
  • Lead on high-impact advisory work
  • Become a trusted voice to clients and colleagues
  • Work side by side with Partners
  • Handle a portfolio ranging from complex IHT and CGT planning to multi-generational family wealth strategies
  • Lead from the front
  • Mentor rising talent
What we offer
What we offer
  • Genuinely flexible, hybrid working model
  • Leadership role with visibility and influence
  • Team-first culture
  • 25 days holiday + birthday off + great benefits
  • Clear path to progression with hands-on Partner support
  • Fulltime
Read More
Arrow Right
New

Tax Manager

Location
Location
United States , Boston
Salary
Salary:
125000.00 - 155000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Degree in Accounting, Finance or related
  • 6+ years of tax experience
  • Tax Prep & Review experience in Individual, Trusts, Partnerships and Corps
  • CPA or EA
What we offer
What we offer
  • 25-35% bonus
  • great benefits
  • hybrid working arrangement
  • work life balance
  • Fulltime
Read More
Arrow Right
New

Tax Manager

Location
Location
United States , Walnut Creek
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Active CPA or EA
  • Demonstrated experience preparing and reviewing complex individual income tax returns
  • Strong understanding of federal and multi-state taxation principles
  • Excellent organizational abilities with outstanding written, verbal, and interpersonal communication skills
Job Responsibility
Job Responsibility
  • Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans
  • Prepare and review complex federal and state tax returns for high-net-worth individuals
  • Review trust, partnership, and S corporation tax returns for accuracy and compliance
  • Identify tax planning opportunities, potential issues, and areas requiring follow-up
  • Respond to tax-related questions from clients and advisory teams throughout the year
  • Maintain accurate documentation while supporting efficient tax processes and quality standards
  • Mentor and support junior team members as the tax department continues to grow
What we offer
What we offer
  • medical insurance
  • vision insurance
  • dental insurance
  • life insurance
  • disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right
New

Tax Manager

Robert Half is partnering with an established and rapidly growing Registered Inv...
Location
Location
United States , Walnut Creek
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Current CPA
  • Demonstrated experience preparing and reviewing complex individual income tax returns
  • Strong understanding of federal and multi-state taxation principles
  • Excellent organizational abilities with outstanding written, verbal, and interpersonal communication skills
Job Responsibility
Job Responsibility
  • Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans
  • Prepare and review complex federal and state tax returns for high-net-worth individuals
  • Review trust, partnership, and S corporation tax returns for accuracy and compliance
  • Identify tax planning opportunities, potential issues, and areas requiring follow-up
  • Respond to tax-related questions from clients and advisory teams throughout the year
  • Maintain accurate documentation while supporting efficient tax processes and quality standards
  • Mentor and support junior team members as the tax department continues to grow
What we offer
What we offer
  • Medical
  • Vision
  • Dental
  • Life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right