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- Tasks: Lead a diverse portfolio in fiduciary taxation and provide high-level advisory services.
- Company: Top 10 multi-disciplinary advisory firm with a collaborative culture.
- Benefits: Hybrid working, 25 days leave, private medical care, and performance bonuses.
- Other info: Opportunity for professional growth and to make a real impact in the private client sector.
- Why this job: Shape the future of trusts and estates while mentoring the next generation of tax professionals.
- Qualifications: Technical expertise in fiduciary taxation and strong leadership skills.
The predicted salary is between 60000 - 75000 ÂŁ 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 London employer: Austin Rose Associates
Contact Detail:
Austin Rose Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts and Estates Tax Manager in London
✨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. Building relationships can open doors that applications alone can't.
✨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 in previous roles. We want to see your knowledge shine!
✨Prepare for Interviews
Do your homework on the firm and its culture before the interview. Be ready to discuss how you can contribute to their trusts and estates team. Practise common interview questions and think about how your experience aligns with their needs.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Trusts and Estates Tax Manager in London
Some tips for your application 🫡
Show Your Technical Expertise: Make sure to highlight your technical skills in fiduciary taxation. We want to see how you can bring your knowledge to the table, especially when it comes to complex tax planning and compliance.
Tailor Your Application: Don’t just send a generic CV and cover letter. We love it when applicants tailor their documents to reflect our firm's values and the specific role. Show us why you're the perfect fit for the Trusts and Estates Tax Manager position!
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured documents that make it easy for us to see your qualifications and experience without wading through unnecessary fluff.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Austin Rose Associates
✨Know Your Technical Stuff
As a Trusts and Estates Tax Manager, you’ll need to showcase your expertise in fiduciary taxation. Brush up on the latest regulations around Inheritance Tax and Capital Gains Tax, and be ready to discuss complex scenarios. This will not only demonstrate your knowledge but also your confidence in handling intricate tax matters.
✨Showcase Your Advisory Skills
Prepare to talk about your experience in providing high-level advisory services. Think of specific examples where you’ve drafted technical reports or advised clients on trust restructuring. Highlighting these experiences will show that you can deliver the kind of strategic advice that high-net-worth families expect.
✨Demonstrate Leadership and Mentoring
Since mentoring junior staff is part of the role, come prepared with examples of how you’ve supported others in their professional development. Discuss any coaching or mentoring experiences you’ve had, especially if they led to successful outcomes like CTA or STEP qualifications.
✨Build Relationships
The firm values strong relationships with external advisers, so think about how you’ve built and maintained such connections in the past. Be ready to share stories about collaborating with solicitors or investment managers, as this will highlight your ability to work within a team and enhance the firm’s service offerings.