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- Tasks: Lead a portfolio in fiduciary taxation and provide complex advice to high-net-worth families.
- 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 support for CTA/STEP qualifications.
- Why this job: Shape the future of trusts and estates while mentoring junior staff and driving efficiency.
- Qualifications: Technical expertise in fiduciary taxation and strong advisory 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 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
✨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 or during interviews, make sure to highlight your technical skills in fiduciary taxation. Share specific examples of how you've tackled complex tax issues in the past. We want to see your passion and expertise shine through!
✨Prepare for the Interview
Do your homework before any interview! Research the firm’s recent projects, their approach to trusts and estates, and be ready to discuss how you can contribute to their growth. We love candidates who come prepared and show genuine interest in what we do.
✨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, it shows us you’re serious about joining our top-notch team in London. Let’s make it happen!
We think you need these skills to ace Trusts and Estates Tax Manager
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 highlight any previous leadership or coaching experiences. We want to see how you can support others in their professional development while managing your portfolio.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
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 how you've applied this knowledge in past roles.
✨Demonstrate Your Advisory Skills
Prepare to talk about your experience providing high-level advisory services. Think of specific examples where you’ve drafted technical reports or advised clients on complex tax planning. This will show that you can handle the responsibilities of the role.
✨Showcase Your Leadership Qualities
Since mentoring junior staff is part of the job, be ready to discuss your leadership style. Share examples of how you’ve supported others in their professional development, especially towards qualifications like CTA or STEP.
✨Build Rapport with Interviewers
The firm values a collaborative culture, so make an effort to connect with your interviewers. Ask insightful questions about their team dynamics and how they support each other in delivering complex advice. This shows you’re not just technically sound but also a great fit for their culture.