At a Glance
- Tasks: Manage a diverse portfolio of US-connected private clients and oversee trust and estate matters.
- Company: Award-winning professional services firm in London with a collaborative culture.
- Benefits: Hybrid working, study support, 25 days leave, and private medical insurance.
- Other info: Excellent career progression opportunities towards Director or Partner level.
- Why this job: Join a specialist team and gain exposure to interesting trust and family wealth matters.
- Qualifications: Strong US/UK tax experience, client management skills, and leadership potential.
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.
The opportunity involves managing 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 will be responsible for overseeing client delivery, supporting junior team members, and contributing to the wider operational success of the team.
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
- 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
- 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
- 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) 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, the firm provides tailored coaching, mentorship, and a clear pathway to progression, alongside a comprehensive benefits package including hybrid working, study support, and private medical insurance. This is an exceptional opportunity to manage a diverse portfolio of US-connected clients while contributing to a supportive team environment that values technical expertise and client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager (Trusts)
✨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.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend doing mock interviews with friends or mentors to build your confidence. Remember, it’s your chance to shine and show them why you’re the perfect fit for their team!
✨Showcase Your Skills
Don’t just tell them what you can do; show them! Bring along examples of your work or case studies that highlight your expertise in US/UK tax and trusts. We want to see how you’ve tackled challenges in the past and how you can bring that experience to their team.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who are proactive and eager to join our fantastic team!
We think you need these skills to ace Tax Manager (Trusts)
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 US/UK tax knowledge, especially in trusts and estates, to show us you’re the right fit for our team.
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 experience aligns with our collaborative and entrepreneurial environment.
Showcase Your Leadership Skills:Since this role involves managing junior team members, don’t forget to mention any leadership or mentoring experiences you have. We love seeing candidates who can inspire and develop others!
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 Trusts & Family Office 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 expertise and confidence in managing a client portfolio.
✨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 coaching style and how you contribute to a collaborative environment, as this will resonate well with the interviewers.
✨Prepare for Client Scenarios
Anticipate questions about how you'd handle various client situations, particularly those involving sensitive trust and estate matters. Practise articulating your approach to client relationships and service delivery, as this is crucial for the role.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, the team dynamics, and opportunities for professional development. This not only shows your interest in the role but also helps you gauge if the firm aligns with your career goals.
