Connop Brown Associates
Tax Client Manager - Trusts & Estates
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Tax Client Manager | Trusts & Estates | Private Client Tax | CTA / ATT / ACA / ACCA | Shrewsbury | Hybrid
About the Opportunity
We are working with a highly respected independent professional services firm that supports individuals, families, trusts, and businesses across the region. Known for its relationship-led approach, technical excellence, and long-standing client partnerships, the firm has built an outstanding reputation for delivering tailored advice and exceptional service.
Due to continued growth, an opportunity has arisen for an experienced Tax Client Manager – Trusts & Estates to join a collaborative and supportive private client team. This role offers exposure to a high-quality client portfolio, complex advisory work, and genuine opportunities for professional development within a forward-thinking environment.
The Role
We are seeking an experienced private client tax professional with strong expertise in Trusts & Estates to manage a varied portfolio of high-net-worth individuals, trusts, and estates.
Acting as a trusted adviser, you will deliver high-quality compliance services while identifying tax planning opportunities, supporting clients through complex matters, and developing long-term professional relationships. You will also play an important role in mentoring junior team members and contributing to the continued growth of the private client function.
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This position would suit someone who enjoys a combination of:
- Trusts & Estates Tax
- Private Client Advisory
- Inheritance Tax Planning
- Estate Administration
- Client Relationship Management
- Technical Tax Consultancy
- Team Development & Mentoring
Key Responsibilities
- Manage a portfolio of trusts, estates, and private clients, ensuring all compliance obligations and deadlines are met.
- Prepare and review Trust, Estate and Personal Tax Returns.
- Advise trustees, executors, beneficiaries, and individuals on a range of taxation matters.
- Provide guidance on inheritance tax planning, succession planning, and capital gains tax issues.
- Support estate administration from a taxation perspective, including probate valuations and HMRC submissions.
- Identify tax planning opportunities and deliver proactive advice to clients.
- Review work prepared by junior team members and provide coaching and technical support.
- Build and maintain strong relationships with clients, solicitors, financial advisers, and other professional contacts.
- Assist with complex advisory projects and technical assignments.
- Monitor legislative changes impacting trusts, estates, and private clients.
- Support business development initiatives and contribute to the growth of the wider team.
Requirements
Essential
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- ATT, CTA, ACA, ACCA, or equivalent professional qualification.
- Significant experience within Private Client Tax.
- Strong technical knowledge of:
- Trust Taxation
- Estate Taxation
- Inheritance Tax (IHT)
- Capital Gains Tax (CGT)
- Estate Administration
- Experience managing client relationships independently.
- Strong written and verbal communication skills.
- Excellent analytical and problem-solving abilities.
- Ability to manage multiple deadlines and priorities effectively.
Desirable
- CTA qualified or currently studying towards CTA.
- Previous experience supervising or mentoring junior staff.
- Knowledge of:
- Agricultural Property Relief (APR)
- Business Property Relief (BPR)
- Family Wealth Planning
- Landed Estates
Why Join?
- Join a respected and established professional services organisation with a strong reputation for client care and technical excellence.
- Work with an impressive portfolio of trusts, estates, and high-net-worth clients.
- Gain exposure to complex advisory work alongside experienced tax specialists.
- Enjoy a collaborative culture that values long-term development and professional growth.
- Be part of a team that invests in people, encourages knowledge sharing, and supports career progression.
- Benefit from a flexible working environment that promotes work-life balance.
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