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, and 25 days annual leave plus bank holidays.
- Other info: Gain exposure to interesting trust and estate matters while developing leadership skills.
- Why this job: Take on a visible role in a supportive environment with genuine progression potential.
- 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
- 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 Slough employer: Baker Thornton
Join a highly regarded, award-winning professional services firm in London that offers a collaborative and entrepreneurial work culture, perfect for experienced tax professionals looking to advance their careers. With a strong focus on employee growth, mentorship, and a clear pathway to leadership roles, this firm provides a supportive environment where you can manage a diverse portfolio of US-connected clients while enjoying benefits like hybrid working, generous leave, and ongoing professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager (Trusts) in Slough
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, 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 help land that dream job.
✨Show Off Your Skills
When you get the chance to meet potential employers or clients, make sure to highlight your unique skills and experiences. We want to see how you can add value to their team, so prepare some examples of your past successes and how they relate to the role you're after.
✨Ace the Interview
Interviews can be nerve-wracking, but we’ve got your back! Research the company and the role thoroughly, and practice common interview questions. Remember to ask insightful questions too; it shows you’re genuinely interested and engaged!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Tax Manager role! We streamline the process and ensure your application gets the attention it deserves. Plus, it’s super easy to keep track of your application status!
We think you need these skills to ace Tax Manager (Trusts) in Slough
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Tax Manager role. Highlight your expertise in US/UK tax, especially around trusts and estates, to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about working with US-connected clients and how your background makes you the perfect candidate for our collaborative team.
Showcase Your Leadership Skills:Since this role involves managing junior team members, don’t forget to mention any relevant leadership experience. We want to see how you’ve guided others and contributed to team success in your previous roles.
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 this exciting opportunity in our specialist team!
How to prepare for a job interview at Baker Thornton
✨Know Your Tax Stuff
Make sure you brush up on your US/UK tax knowledge, especially around trusts and estates. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your technical expertise and confidence in managing complex tax matters.
✨Showcase Your Leadership Skills
Since the role involves managing junior team members, think of examples where you've successfully led a team or mentored someone. Highlight your ability to guide others and contribute to their development, as this is key for the collaborative environment they’re looking for.
✨Prepare for Client Relationship Questions
Expect questions about how you manage client relationships. Have a few anecdotes ready that demonstrate your approach to building trust and delivering high-quality service. This will help you stand out as someone who can take ownership of client portfolios.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask thoughtful questions about the team dynamics, ongoing training opportunities, and the firm's vision for growth. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
