Trust & Estate Manager

Overview

Trusts & Estates Manager – London – Hybrid working. Join a leading London Trusts & Estates team within a Top 15 accountancy firm, supporting a high‑quality portfolio of 600+ trusts, estates, charities and HNW families. This is an excellent opportunity for an experienced manager to deliver both compliance and advisory work across trust structuring, reorganisations, APR, BPR and wider IHT planning, while also developing and leading a high‑performing team.

Key Responsibilities

• Manage and review trust & estate compliance and advisory work
• Provide technical input on complex IHT, CGT, APR and BPR matters
• Lead, mentor and develop junior staff
• Oversee workflow, billing and deadlines
• Build relationships with solicitors and professional contacts
• Support business development and growth initiatives

About You

• Strong Trusts & Estates experience
• Solid technical knowledge across IHT, CGT, APR and BPR
• Previous team management experience would be advantageous
• STEP qualified (or studying)
• ATT/CTA desirable but not essential

Contact Information

For more info – call Kevin on 07968 202512 or email kevin.racher@pro-tax.co.uk

EEO Statement

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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