At a Glance
- Tasks: Manage a portfolio of trusts and provide expert tax advisory services.
- Company: Join a Top 10 firm with a dynamic Private Client team.
- Benefits: Enjoy hybrid working, competitive salary, and professional development opportunities.
- Other info: Mentor junior team members and contribute to team growth.
- Why this job: Make a real impact in a growing practice with direct Partner exposure.
- Qualifications: Strong UK trusts and estates tax experience required.
The predicted salary is between 60000 - 80000 £ per year.
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.
Tax Manager (Trust & Estate) employer: George William Consulting
Join a prestigious Top 10 firm as a Tax Manager in the vibrant City or West End, where you will enjoy a hybrid working model and take ownership of a significant portfolio of high-net-worth and ultra-high-net-worth trust clients. With direct exposure to a Partner and opportunities for mentoring junior team members, this role offers a unique chance to influence the development of the Trusts & Estates function while working on complex UK and international trust matters in a supportive and expanding team environment.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager (Trust & Estate)
✨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 land you that dream job.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your expertise in trusts and estates tax. Bring along examples of your work or case studies that showcase your problem-solving skills. We want to see how you can add value to their team!
✨Prepare for the Interview
Do your homework before any interview! Research the firm’s recent projects, their approach to trusts and estates, and think about how your experience aligns with their needs. We want you to walk in feeling confident and ready to impress!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage with us directly. Let’s make it happen!
We think you need these skills to ace Tax Manager (Trust & Estate)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your experience with UK trusts and estates tax. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how you can contribute to our team. We love seeing genuine enthusiasm and a clear understanding of the Trusts & Estates function.
Showcase Your Technical Skills:Since this role involves complex trust structures, make sure to highlight your technical expertise in IHT, trust accounts, and advisory work. We’re looking for someone who can hit the ground running, so let us know what you bring to the table!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves!
How to prepare for a job interview at George William Consulting
✨Know Your Trusts & Estates Inside Out
Make sure you brush up on your knowledge of UK trusts and estates tax, especially IHT and trust accounts. Familiarise yourself with complex trust structures, including non-resident trusts, as this will show your depth of understanding and readiness for the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you’ve taken ownership of a portfolio or resolved complex issues, as this will demonstrate your capability to handle HNW and UHNW clients.
✨Highlight Your Mentoring Experience
Since mentoring junior team members is part of the role, be ready to discuss your experience in guiding others. Share specific instances where you’ve provided technical guidance or support, showcasing your leadership skills and commitment to team development.
✨Engage with the Partner's Vision
Research the firm’s current Trusts & Estates function and think about how you can contribute to its growth. Be prepared to discuss ideas on developing processes or service offerings, showing that you’re not just a fit for the role but also invested in the firm's future.
