Overview
This is a high-impact Trusts & Estates Tax Manager position within a Top 10 firm’s Private Client team. You will take responsibility for a key trust portfolio, deliver technical advisory and compliance work, and work closely with a Partner to support the continued development of the trusts offering. The role also includes exposure to more complex and international trust structures, alongside mentoring junior team members.
Why This Role Is For You
Hybrid working across City or West End offices.
Take ownership of a significant portfolio of HNW and UHNW trust clients.
Direct exposure to a Partner, with involvement in shaping the development of the Trusts & Estates function.
Join a team that is actively building and expanding its trusts capability.
Strong exposure to complex UK trust and estate matters, including non-resident trust work.
A role with real influence, visibility, and scope within a growing practice.
What You’ll Do
Take ownership of a portfolio of trusts and HNW/UHNW private clients.
Work closely with a Partner on shaping and developing the Trusts & Estates function.
Deliver technical trust and estate advisory work, including IHT, trust accounts, and planning.
Gain exposure to complex and non-resident trust structures.
Oversee trust compliance work and related tax filings.
Support junior team members through review, mentoring, and technical guidance.
Contribute to the development of processes and service offering within the team.
Liaise with clients, trustees, and advisers on complex matters.
What We’re Looking For
Strong UK trusts and estates tax experience.
Experience covering IHT, trust accounts, and advisory work.
Exposure to complex trust structures (including non-resident trusts advantageous).
Ability to manage client relationships and lead portfolio work.
Experience mentoring or supervising junior staff.
Strong technical, advisory, and communication skills.
Commercial awareness and interest in contributing to team growth.
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This is a high-impact Trusts & Estates Tax Manager position within a Top 10 firm’s Private Client team. You will take responsibility for a key trust portfolio, deliver technical advisory and compliance work, and work closely with a Partner to support the continued development of the trusts offering. The role also includes exposure to more complex and international trust structures, alongside mentoring junior team members.
Why This Role Is For You
Hybrid working across City or West End offices.
Take ownership of a significant portfolio of HNW and UHNW trust clients.
Direct exposure to a Partner, with involvement in shaping the development of the Trusts & Estates function.
Join a team that is actively building and expanding its trusts capability.
Strong exposure to complex UK trust and estate matters, including non-resident trust work.
A role with real influence, visibility, and scope within a growing practice.
What You’ll Do
Take ownership of a portfolio of trusts and HNW/UHNW private clients.
Work closely with a Partner on shaping and developing the Trusts & Estates function.
Deliver technical trust and estate advisory work, including IHT, trust accounts, and planning.
Gain exposure to complex and non-resident trust structures.
Oversee trust compliance work and related tax filings.
Support junior team members through review, mentoring, and technical guidance.
Contribute to the development of processes and service offering within the team.
Liaise with clients, trustees, and advisers on complex matters.
What We’re Looking For
Strong UK trusts and estates tax experience.
Experience covering IHT, trust accounts, and advisory work.
Exposure to complex trust structures (including non-resident trusts advantageous).
Ability to manage client relationships and lead portfolio work.
Experience mentoring or supervising junior staff.
Strong technical, advisory, and communication skills.
Commercial awareness and interest in contributing to team growth.
#J-18808-Ljbffr
