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Tax and Trust Manager

Posted: 28/04/26
Recruiter:Hays
Reference:3102808045
Type:Permanent
Salary:Competitive Market salary + benefits package
Location:Bury St. Edmunds, Suffolk
Description: Trusts and Estates Tax Manager job in Bury St Edmunds

Hays are recruiting for a well established and highly respected professional services firm in Bury St Edmunds who are recruiting an experienced Trusts & Estates Tax Manager to join their growing Private Client Tax team. This opportunity sits within a collaborative, multidisciplinary environment, working closely with tax, legal, accounts and financial planning specialists to deliver a complete advisory service to high-net-worth individuals, families and trustees.
The roleYou will take ownership of your own varied portfolio of trust and estate clients, acting as a trusted adviser and delivering high quality compliance and advisory services. The role offers a strong balance of technical work, client interaction and opportunities to contribute more broadly to the development of the Trusts & Estates offering.
Key responsibilities include:

  • Providing advisory support on trusts, estates and private client tax matters, identifying planning opportunities aligned to clients' wider personal and family objectives
  • Preparing and reviewing complex trust and estate tax returns, accounts and Inheritance Tax returns
  • Managing client relationships, ensuring deadlines are met and a consistently high standard of service is maintained
  • Supporting the wider tax team with trust related technical input
  • Contributing to business development activity, including marketing initiatives, publications and events
  • Mentoring and supporting junior members of the Trusts & Estates team

  • About youYou will be an experienced Trusts & Estates professional, confident working with complex technical matters and managing your own workload in a deadline driven environment.
    You will ideally have:
  • Previous experience in a Trusts & Estates / Private Client Tax role
  • CTA and/or STEP qualification
  • Strong technical knowledge across trusts, estates and private client taxation
  • A commercial mindset with an understanding of recoverability and WIP
  • Excellent communication skills and a confident, professional client facing manner
  • A collaborative approach and the ability to work effectively within a multidisciplinary team

  • What's on offer
  • Competitive salary
  • 27 days' holiday (plus bank holidays) and birthday leave
  • Flexible and hybrid working arrangements
  • Generous pension scheme with employer contributions
  • Private medical insurance and income protection
  • Full study support, paid professional subscriptions and ongoing CPD
  • A supportive, inclusive culture with clear opportunities for progression

  • This is an excellent opportunity for a Trusts & Estates specialist seeking a long term role within a stable, forward thinking firm offering both technical depth and a strong quality of life proposition.
    Interested in finding out more? Apply now or contact Cara Whyte at Hays for a confidential discussion. #

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