Tax Manager (Trusts and Estates)
Permanent - Full Time £67,000 - £72,000 / yearJob Overview
We’re looking for an experienced Tax Manager with a strong trusts and estates background to join our growing Private Client Tax team. This is a key leadership role, offering responsibility for a varied portfolio of trusts, estates and high‑net‑worth individuals, alongside oversight and development of a team of junior staff.
You’ll play a central role in delivering high quality trust and estate tax advice, leading client relationships, supporting Partners and Directors on complex matters, and helping shape and develop the trusts and estates offering within the firm.
This role can be based in either our City or West End office, with hybrid working available.
You’ll play a central role in delivering high quality trust and estate tax advice, leading client relationships, supporting Partners and Directors on complex matters, and helping shape and develop the trusts and estates offering within the firm.
This role can be based in either our City or West End office, with hybrid working available.
Key Responsibilities
- Managing a trusts and estates‑focused client portfolio
- Acting as the main contact for trustees, executors, beneficiaries and advisers
- Leading trust and estate advisory work, including written reports
- Advising on CGT and IHT planning, including trusts and lifetime transfers
- Overseeing trust accounts and trust/estate tax returns
- Managing WIP, billing and delivery against deadlines
- Supporting Partners with business development
- Reviewing work and mentoring junior team members
- Driving process improvements and efficiency
Skills, Knowledge and Expertise
- CTA and/or STEP qualified (or equivalent experience)
- Strong background in UK trusts and estates
- Solid technical private client tax knowledge, including anti‑avoidance
- Experience with trust and IHT compliance
- Confident managing HMRC enquiries and settlements
- Strong advisory and technical writing skills
- Proven people management and coaching experience
- Commercially aware and client focused
For full details of the role, please download the full job description.