Private Client Trust Senior Manager – Top 20 Firm – Aberdeen
Are you an experienced private client trusts professional seeking a dynamic opportunity where you can blend compliance oversight with high-level estate and inheritance tax planning advice? Do you want to take absolute ownership of a varied trusts portfolio and mentor junior colleagues within an award‑winning, forward‑thinking national practice?
This Top 20 Firm is a highly progressive and celebrated name within the accountancy and advisory sector, widely recognised for its people‑first culture and industry‑leading workplace environment. As a certified B Corp, the firm emphasises exceptional, red‑tape‑free client service alongside a strong commitment to sustainable social and environmental impact.
Responsibilities
- Take comprehensive ownership of a diverse portfolio of UK trusts and estates, serving as the primary relationship manager and trusted adviser for clients, trustees, and professional intermediaries.
- Deliver bespoke trust, inheritance tax (IHT), and broader estate planning advisory services alongside partners and directors.
- Review and oversee annual trust compliance obligations, including the precise preparation of trust tax returns, trust accounts, and routine trust administration.
- Provide active technical coaching, mentoring, and commercial guidance to junior team members to support their professional development.
Qualifications
- Hold a relevant professional qualification such as CTA, STEP, or possess equivalent specialised public practice experience.
- Demonstrate significant, proven experience managing complex trusts, estates, and related tax compliance processes within a professional practice environment.
- Exhibit strong, up‑to‑date technical knowledge of trust taxation, inheritance tax principles, and estate administration.
- Possess excellent client management capabilities with the professional confidence to independently deliver proactive advisory solutions.
Benefits
- Unlimited holiday
- Private medical care
- Bonus scheme
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