Tax Manager/Senior Manager - Trust & Estate in London
Tax Manager/Senior Manager - Trust & Estate

Tax Manager/Senior Manager - Trust & Estate in London

London Full-Time 48000 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead tax preparation and compliance for trusts and estates while mentoring a dynamic team.
  • Company: Join Grassi, a top-ranked accounting firm known for its inclusive culture and growth opportunities.
  • Benefits: Enjoy competitive pay, flexible hours, wellness programs, and CPA exam support.
  • Why this job: Make a real impact in a supportive environment with strong career advancement potential.
  • Qualifications: 7+ years in tax with leadership experience; CPA or EA required.
  • Other info: Be part of a diverse team committed to community engagement and professional development.

The predicted salary is between 48000 - 72000 £ per year.

Location: Firm Wide

Job Id: 8917

# of Openings: 1

Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include:

  • Emphasizing our open-door policy through one-on-one training, having partners readily available to work with and mentor our employees, and providing a structured career path through Partner level.
  • Strong learning & development opportunities including technical and soft skill trainings, both internally taught and externally taught by well-known instructors in the industry.
  • "Dress for Your Day" dress code - this allows our employees to plan their outfit around their work responsibilities for the day; jeans for the office, business casual when meeting a client, etc.
  • Summer hours: condensed work week Monday through Thursday with an early close on Friday from Memorial Day through Labor Day.
  • CPA exam reimbursement program including CPA review program, CPA exam fees, additional time off, passing bonus and more.
  • Discounted gym memberships, wellness programs and a competitive benefits package.

The Opportunity: We are hiring for a Trust & Estate Tax Manager/Senior Manager firm wide in our NY, NJ, MA and FL offices. Responsibilities include and are not limited to the following:

  • Research, comply, plan and administrate fiduciary income tax returns, estate & gift tax returns.
  • Direct tax seniors and staff accountants; ensure that assignments are accomplished within the budgeted time.
  • Interact with clients to discuss issues regarding tax information throughout the year.
  • Develop technical knowledge through participation in organization meetings, training programs, attending industry events and participation in research activities.

Minimum Qualifications:

  • 7+ years of progressive tax preparation, review and supervisory experience; previous experience in public accounting preferred.
  • Ability to manage staff on multiple engagements.
  • Bachelor's degree in Accounting required.
  • CPA or EA license required.
  • Ability to work in a team environment, supervise staff and lead projects.
  • Proficient with computer software packages and platforms including Microsoft Office Suite, Tax software, ProSystems Engagement and CCH Axcess.
  • Ability to work additional hours as needed.
  • Strong communication skills, both verbal and written.

About Our Firm: As one of the largest and fastest growing accounting firms in the nation, Grassi is a leading provider of advisory, tax and accounting services to businesses and individuals. Grassi advisors specialize in providing industry-specific business consulting, audit, tax, and technology services to key market sectors, including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, cannabis and more. With offices in New York, Jericho, Ronkonkoma and White Plains, NY; Park Ridge, NJ; Palm Beach, FL; and Needham, MA, the firm has the depth of knowledge and experience to work effectively alongside clients across the Northeast and throughout the United States, as well as internationally through its membership in PrimeGlobal.

Grassi's Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. To uphold these standards, we work closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. In addition, we participate in group charitable initiatives that support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares and many of Grassi's own nonprofit clients.

Tax Manager/Senior Manager - Trust & Estate in London employer: Grassi

Grassi is an exceptional employer that prioritises employee well-being through a strong commitment to work-life balance, competitive compensation, and a culture of mentorship and inclusivity. With structured career paths, extensive learning opportunities, and unique benefits like summer hours and a flexible dress code, Grassi fosters a supportive environment for professional growth in its vibrant offices across NY, NJ, MA, and FL.
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Contact Detail:

Grassi Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Tax Manager/Senior Manager - Trust & Estate in London

✨Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up local meetups. The more you engage, the better your chances of landing that dream job.

✨Tip Number 2

Show off your skills! Prepare a portfolio or a presentation that highlights your achievements and expertise in tax management. When you get the chance to chat with potential employers, let your work speak for itself.

✨Tip Number 3

Practice makes perfect! Before any interview, do some mock interviews with friends or family. This will help you refine your answers and boost your confidence when it’s time to shine.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, it shows you’re genuinely interested in being part of our awesome team!

We think you need these skills to ace Tax Manager/Senior Manager - Trust & Estate in London

Tax Preparation
Fiduciary Income Tax Returns
Estate and Gift Tax Returns
Staff Management
Client Interaction
Technical Knowledge Development
Public Accounting Experience
Team Leadership
Microsoft Office Suite
Tax Software Proficiency
ProSystems Engagement
CCH Axcess
Strong Communication Skills
Project Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Tax Manager/Senior Manager role. Highlight your relevant experience in tax preparation and supervisory roles, and don’t forget to mention your CPA or EA license!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about working at Grassi and how your skills align with our values and the responsibilities of the role.

Showcase Your Communication Skills: Since strong communication is key for this position, make sure your written application reflects your ability to convey complex information clearly and concisely. We want to see your personality come through!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!

How to prepare for a job interview at Grassi

✨Know Your Tax Stuff

Make sure you brush up on the latest tax laws and regulations, especially those related to trusts and estates. Being able to discuss recent changes or trends in the industry will show that you're not just knowledgeable but also passionate about your field.

✨Showcase Your Leadership Skills

As a Tax Manager/Senior Manager, you'll be leading teams. Prepare examples of how you've successfully managed staff and projects in the past. Highlight your ability to mentor others and ensure tasks are completed efficiently.

✨Understand Grassi's Culture

Familiarise yourself with Grassi's commitment to work-life balance, inclusivity, and professional development. Be ready to discuss how your values align with theirs and how you can contribute to their positive environment.

✨Prepare Questions for Them

Interviews are a two-way street! Prepare thoughtful questions about their training programs, career progression opportunities, and how they support their employees' growth. This shows you're genuinely interested in being part of their team.

Tax Manager/Senior Manager - Trust & Estate in London
Grassi
Location: London
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  • Tax Manager/Senior Manager - Trust & Estate in London

    London
    Full-Time
    48000 - 72000 £ / year (est.)
  • G

    Grassi

    50-100
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