At a Glance
- Tasks: Manage UK and offshore trusts, ensuring compliance and providing expert tax advice.
- Company: Join a prestigious accountancy and private wealth advisory firm in London.
- Benefits: Enjoy competitive salary, hybrid working, and excellent benefits.
- Other info: Clear progression path to senior leadership and continued professional development.
- Why this job: Work with high-net-worth clients and develop your career in a supportive team culture.
- Qualifications: CTA qualified with strong experience in trust and estate taxation.
The predicted salary is between 43200 - 72000 € per year.
We are working with a highly respected and long-established accountancy and private wealth advisory firm in London that is looking to appoint a Trust Tax Manager to join their Private Client team. This is an excellent opportunity for a tax professional with strong technical knowledge and a passion for trust and estate taxation to work with an exceptional client base. You will be managing a portfolio of UK and offshore trusts, estates, and high-net-worth individuals, with a focus on delivering high-quality compliance and advisory services.
Key Responsibilities:
- Manage a portfolio of UK and non-UK trusts, estates, and high-net-worth individuals, ensuring timely and accurate tax return compliance.
- Provide expert advice on Inheritance Tax (IHT), Capital Gains Tax (CGT), Income Tax, and trust structuring.
- Liaise with trustees, beneficiaries, solicitors, and other stakeholders on technical and planning matters.
- Oversee the preparation and submission of trust tax returns, R185s, and IHT accounts.
- Identify tax planning opportunities and ensure clients are updated on legislative changes.
- Review junior team members' work, offer coaching and technical support, and help develop the wider team.
- Support partners with complex tax planning matters and bespoke advisory projects.
Ideal Candidate:
- CTA qualified (or equivalent), STEP qualification is highly advantageous.
- Strong experience in trust and estate taxation, ideally from a top-tier or boutique private client firm.
- Deep understanding of UK trust tax law and wider private client tax legislation.
- Client-focused with excellent interpersonal and written communication skills.
- Highly organised and able to manage deadlines, complex client needs, and workflow efficiently.
- Familiarity with trust accounting and tax software (e.g. CCH, Digita, IRIS).
What's on Offer:
- Highly competitive salary + excellent benefits.
- Hybrid working with a strong in-office presence in Central London.
- Exposure to a prestigious client base including UHNW families, landed estates, and long-standing trusts.
- A supportive and collaborative team culture.
- Continued professional development and clear path to senior leadership.
Ready to join a renowned firm with a legacy in private client services? Apply now or contact us for a confidential discussion.
Trust Manager in London employer: Insite Group
Insite Group is a prestigious accountancy and private wealth advisory firm located in the heart of London, offering a dynamic work environment that fosters collaboration and professional growth. With a competitive salary, excellent benefits, and a clear progression path, employees are empowered to excel in their careers while managing a diverse portfolio of high-net-worth clients. The firm's supportive culture and commitment to continued professional development make it an exceptional employer for those passionate about trust and estate taxation.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Manager in London
✨Tip Number 1
Network with professionals in the trust and estate taxation field. Attend industry events or webinars where you can meet potential colleagues or mentors who can provide insights into the role and possibly refer you to opportunities.
✨Tip Number 2
Familiarise yourself with the latest developments in UK trust tax law and regulations. Being well-versed in current legislation will not only boost your confidence but also demonstrate your commitment to staying updated in this specialised area.
✨Tip Number 3
Consider reaching out to current or former employees of the firm to gain insider knowledge about their culture and expectations. This can help you tailor your approach and show that you understand what they value in a Trust Manager.
✨Tip Number 4
Prepare for potential interviews by practising common questions related to trust and estate taxation. Be ready to discuss specific scenarios where you've successfully managed complex tax issues, as this will highlight your expertise and problem-solving skills.
We think you need these skills to ace Trust Manager in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in trust and estate taxation. Emphasise your qualifications, such as CTA or STEP, and any relevant roles you've held that demonstrate your expertise in managing UK and offshore trusts.
Craft a Compelling Cover Letter:In your cover letter, express your passion for trust and estate taxation. Mention specific experiences where you provided expert advice on tax matters and how you managed complex client needs. Show how your skills align with the responsibilities outlined in the job description.
Highlight Technical Skills:Clearly outline your technical knowledge of UK trust tax law and any familiarity with tax software like CCH or IRIS. This will demonstrate your readiness to handle the technical aspects of the role effectively.
Showcase Interpersonal Skills:Since the role involves liaising with various stakeholders, include examples of your excellent interpersonal and written communication skills. Highlight instances where you successfully collaborated with clients, trustees, or solicitors to achieve positive outcomes.
How to prepare for a job interview at Insite Group
✨Showcase Your Technical Knowledge
As a Trust Tax Manager, it's crucial to demonstrate your strong technical knowledge in trust and estate taxation. Be prepared to discuss specific tax laws, compliance requirements, and any recent changes in legislation that could impact your clients.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage complex client needs. Think of examples from your past experience where you successfully navigated challenging tax situations or provided innovative solutions.
✨Highlight Your Client-Focused Approach
This role requires excellent interpersonal skills, so be ready to share how you've built and maintained relationships with clients. Discuss your approach to understanding their needs and how you ensure they receive high-quality service.
✨Demonstrate Leadership and Team Development
Since the position involves overseeing junior team members, be prepared to talk about your leadership style. Share experiences where you've coached or mentored others, and how you contribute to a collaborative team culture.
