Trust & Tax Manager - Birmingham

  • Location


  • Sector:


  • Job type:


  • Salary:

    50000 - 60000

  • Contact:

    Michael Howells

  • Contact email:

  • Job ref:


  • Published:

    7 months ago

  • Expiry date:


  • Client:


A great opportunity for an experienced trusts professional to join a prominent Private Client team in Birmingham.

The role involves supervising junior trusts staff, allocating their work and reviewing the trust accounts, trust returns and IHT forms they prepare.

In addition, you will get invovled with directly preparing more complex trust accounts and returns, as well as having the opportunity to assist Directors and Partners with ad hoc trust planning assisgnments. 

As the Manager on the portfolio, you will also advise some HNW private clients on their UK personal tax obligations (income tax, CGT and IHT).

This is very much a client and third-party facing role, requiring excellent communication and interpersonal skills. 

Ideally you will be STEP qualified and hold a tax or accounting qualification. However, for those with strong trusts and tax experience, full support will be provided with the STEP examinations.Ref 633

To find out more please contact Michael Howells on 07891 692514 or email

Alternatively, simply apply below.