At a Glance
- Tasks: Manage a diverse portfolio of US-connected private clients and oversee trust and estate matters.
- Company: Join an award-winning professional services firm in London with a collaborative culture.
- Benefits: Enjoy flexible working, study support, private medical insurance, and 25 days annual leave.
- Other info: Exceptional career progression opportunities towards Director or Partner level.
- Why this job: Gain exposure to interesting tax issues while developing your leadership skills in a supportive environment.
- Qualifications: Strong experience in US/UK private client tax and confidence in managing client relationships.
The predicted salary is between 60000 - 75000 £ per year.
We are working with a highly regarded, award-winning professional services firm in London that is looking to appoint a US/UK Tax Manager into its specialist Trusts & Family Office / Family Wealth team. This is an excellent opportunity for an experienced cross-border tax professional to join a collaborative and entrepreneurial team advising US-connected clients with wealth, trust, and estate structures. The role offers a strong blend of portfolio responsibility, technical advisory work, team leadership, and long-term career development within a high-quality, partner-led environment. It would suit someone who is already operating at Manager level, or someone close to stepping up, and who wants broader client ownership, more technically interesting work, and a clear pathway for progression.
The opportunity
In this role, you’ll manage a varied portfolio of US-connected private clients, with a particular focus on individuals and families holding income and assets through trusts and estates. You’ll be responsible for overseeing client delivery, supporting junior team members, and contributing to the wider operational success of the team. This is a strong opportunity for someone who combines solid US/UK trust and estate tax knowledge with the confidence to manage relationships, guide junior staff, and contribute commercially within a growing specialist practice.
Key responsibilities
- Managing a portfolio of US-connected private clients, including trust and estate-related matters
- Advising on US/UK trust and estate tax issues with sensitivity and technical accuracy
- Taking ownership of day-to-day client relationships and delivering a high standard of service
- Supporting department work planning and contributing to the wider management of the team
- Line managing, coaching, and developing more junior team members
- Delivering appraisals and supporting technical and client-handling development within the team
- Contributing to the wider success of the business through strong operational and client delivery performance
- Building deeper technical capability while broadening your leadership and people-management skills
About you
- Strong experience in US/UK private client tax, ideally with exposure to trusts and estates
- Comfortable managing a client portfolio and acting as a trusted point of contact
- Confident supervising and developing junior team members
- Strong communication skills and a professional, relationship-led approach
- Technically strong, organised, and commercially aware
- Dual qualifications such as EA / ATT / CTA / STEP are highly desirable
- Exceptional candidates with qualification in either the US or UK may also be considered
Why consider this role?
- Join a specialist team working with a diverse range of US-connected clients
- Take on a visible role in a collaborative, supportive, and entrepreneurial environment
- Gain exposure to technically interesting trust, estate, and family wealth matters
- Benefit from ongoing training, mentorship, and tailored coaching
- Enjoy genuine progression potential, with support for those looking to build towards Director / Partner level
- Work in a business that combines partner-led quality with the wider backing and resources of a larger international group
Benefits snapshot
- Study support and CPD support
- Hybrid and flexible working through a mature smarter working framework
- 8% Pension
- 25 days annual leave + bank holidays
- Private medical insurance
- Life assurance
- 24/7 GP access and wellbeing support
- Lifestyle benefits and discount platform
- Career coaching, mentorship, and wider learning & development support
Tax Manager (Trusts) in City of London employer: Baker Thornton
Join a highly regarded, award-winning professional services firm in London that offers an exceptional work culture characterised by collaboration and entrepreneurship. As a Tax Manager in the Trusts & Family Office team, you will benefit from ongoing training, mentorship, and a clear pathway for career progression, all while managing a diverse portfolio of US-connected clients. With a strong emphasis on employee development and a supportive environment, this role provides a unique opportunity to grow your technical expertise and leadership skills within a partner-led framework.
