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For Companies At a Glance
- Tasks: Lead a diverse portfolio of trusts and estates, providing expert tax advice.
- Company: Top 10 firm in London with a collaborative and supportive culture.
- Benefits: Hybrid working, 25 days leave, private medical care, and performance bonuses.
- Other info: Opportunity for professional growth and development in a dynamic environment.
- Why this job: Shape the future of fiduciary tax services while mentoring the next generation.
- Qualifications: Technical expertise in fiduciary taxation and strong leadership skills.
The predicted salary is between 60000 - 75000 £ per year.
Are you a technical specialist in fiduciary taxation looking to lead a dedicated portfolio within a premier London tax team? Are you ready to take a central role in delivering complex advice to trustees and high-net-worth families while shaping the strategic growth of an established trusts and estates offering?
About the Firm
This Top 10 Firm is a leading multi‑disciplinary advisory practice with a reputation for deep technical expertise and a collaborative, listening‑based culture. With a significant presence across London's City and West End, the firm operates at the heart of the private client sector, offering the reach of a global network combined with the agility and personal touch of a partner‑led advisory firm. They are uniquely positioned to support high‑net‑worth individuals and complex estates, providing an environment where technical excellence is both valued and rewarded.
Responsibilities
- Act as the primary technical contact for a diverse portfolio of domestic and international trusts and estates.
- Provide high‑level advisory services, including the drafting of comprehensive technical reports for executors and beneficiaries.
- Advise on complex Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning, including lifetime transfers and trust restructuring.
- Lead the technical delivery of trust accounts and trust/estate tax returns, ensuring seamless compliance and reporting.
- Support Partners and Directors with business development and the continued expansion of the firm’s fiduciary tax services.
As a Trusts + Estates Tax Manager you will:
- Manage the commercial performance of your portfolio, including WIP, billing, and the management of project deadlines.
- Mentor and coach junior staff, reviewing their technical output and supporting their professional development toward CTA or STEP qualifications.
- Confidently manage and negotiate HMRC enquiries and technical settlements on behalf of clients.
- Drive departmental efficiency by identifying and implementing process improvements in trust administration and reporting.
- Build and maintain strong relationships with external advisers, including solicitors and investment managers.
What You’ll Receive
- 2-3 days per week hybrid working.
- 25 days annual leave.
- Private medical care.
- Performance‑related bonus scheme.
- Enhanced parental leave (up to 22 weeks full pay).
- Professional membership fees (CTA/STEP) paid by the firm.
Trusts and Estates Tax Manager in West End) employer: Austin Rose Associates Limited
Contact Detail:
Austin Rose Associates Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts and Estates Tax Manager in West End)
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your technical skills in fiduciary taxation. Share specific examples of how you've tackled complex tax issues or improved processes. We want to see your passion and expertise shine through!
✨Prepare for Interviews
Do your homework before any interview! Research the firm’s recent projects and their approach to trusts and estates. We recommend preparing thoughtful questions that show you’re genuinely interested in their work and how you can contribute to their success.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Trusts and Estates Tax Manager in West End)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Trusts and Estates Tax Manager role. Highlight your technical expertise in fiduciary taxation and any relevant advisory services you've provided.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working with high-net-worth individuals and how you can contribute to the firm's growth. Be sure to mention your experience with IHT and CGT planning.
Showcase Your Leadership Skills: Since this role involves mentoring junior staff, make sure to include examples of your leadership experience. Talk about how you've supported others in their professional development and any successful projects you've led.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Austin Rose Associates Limited
✨Know Your Tax Stuff
Brush up on your knowledge of fiduciary taxation, especially around Inheritance Tax and Capital Gains Tax. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues, as this will show your technical expertise.
✨Showcase Your Advisory Skills
Prepare to talk about your experience in providing high-level advisory services. Think of examples where you've drafted comprehensive reports or advised clients on trust restructuring. This will demonstrate your ability to deliver value to high-net-worth individuals.
✨Demonstrate Leadership and Mentoring
Since the role involves mentoring junior staff, be prepared to share your experiences in coaching others. Highlight any instances where you've helped team members grow professionally, particularly towards their CTA or STEP qualifications.
✨Build Relationships
Discuss how you've built and maintained strong relationships with external advisers like solicitors and investment managers. This is crucial for the role, so having a few anecdotes ready will show that you understand the importance of collaboration in the private client sector.