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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 known for technical expertise and collaborative culture.
- Benefits: Hybrid working, 25 days leave, private medical care, and performance bonuses.
- Other info: Opportunity for professional growth with support for CTA/STEP qualifications.
- Why this job: Shape the future of fiduciary tax services while mentoring junior staff.
- 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 highânetâworth families while shaping the strategic growth of an established trusts and estates offering?
About the Firm
This Top 10 Firm is a leading multiâdisciplinary advisory practice with a reputation for deep technical expertise and a collaborative, listeningâbased 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 partnerâled advisory firm. They are uniquely positioned to support highânetâworth 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 highâlevel 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
- 2â3 days per week hybrid working.
- 25 days annual leave.
- Private medical care.
- Performanceârelated 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 of London employer: Austin Rose Associates
Contact Detail:
Austin Rose Associates Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Trusts and Estates Tax Manager in West End of London
â¨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups, and donât be shy about reaching out on LinkedIn. We all know that sometimes itâs not just what you know, but who you know that can land you that dream job.
â¨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 examples of how you've tackled complex issues in the past. We want to see your passion and knowledge shine through!
â¨Prepare for the Interview
Do your homework on the firm and the role. Understand their approach to trusts and estates and think about how you can contribute to their growth. We recommend practising common interview questions and preparing some insightful questions of your own to show you're genuinely interested.
â¨Apply Through Our Website
Donât forget to apply directly through our website! Itâs the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Trusts and Estates Tax Manager in West End of London
Some tips for your application đŤĄ
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 complex tax planning.
Showcase Your Technical Skills: In your application, don't shy away from showcasing your technical skills, especially in areas like Inheritance Tax and Capital Gains Tax. We want to see how youâve successfully managed similar portfolios in the past.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. Itâs 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
â¨Know Your Technical Stuff
As a Trusts and Estates Tax Manager, youâll 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.
â¨Showcase Your Advisory Skills
Prepare to demonstrate your ability to provide 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 effectively.
â¨Emphasise Your Leadership Experience
Since mentoring junior staff is part of the job, be ready to talk about your experience in coaching others. Share examples of how you've supported team members in their professional development, especially towards qualifications like CTA or STEP.
â¨Build Relationships
The firm values strong relationships with external advisers. Prepare to discuss how you've built and maintained these connections in the past, particularly with solicitors and investment managers. This will highlight your collaborative approach and fit within their culture.