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- Tasks: Manage a diverse portfolio of trusts and estates while leading a team of junior staff.
- Company: Dynamic firm in the heart of London with a focus on private client tax.
- Benefits: Competitive salary, hybrid working, and a comprehensive benefits package.
- Why this job: Shape the future of trust and estate tax advice while making a real impact.
- Qualifications: CTA and/or STEP qualified with strong UK trusts and estates knowledge.
- Other info: Opportunity for professional growth in a supportive and collaborative environment.
The predicted salary is between 67000 - 72000 £ per year.
Location: City of London - West End (2 days in the office, 3 days from home)
Salary: £67,000 - £72,000 + benefits package!
The Role: My client is looking for an experienced Private Client Tax Manager with a strong trusts and estates background to join their growing Private Client Tax team. This is a key leadership role, offering responsibility for a varied portfolio of trusts, estates and high-net-worth individuals, alongside oversight and development of a team of junior staff. You'll play a central role in delivering high quality trust and estate tax advice, leading client relationships, supporting Partners and Directors on complex matters, and helping shape and develop the trusts and estates offering within the firm. This role can be based in either in their City or West End office, with hybrid working options available.
The role entails the following day-to-day activities:
- Managing a trusts and estates-focused client portfolio
- Acting as the main contact for trustees, executors, beneficiaries and advisers
- Leading trust and estate advisory work, including written reports
- Advising on CGT and IHT planning, including trusts and lifetime transfers
- Overseeing trust accounts and trust/estate tax returns
- Managing WIP, billing and delivery against deadlines
- Supporting Partners with business development
- Reviewing work and mentoring junior team members
- Driving process improvements and efficiency
The Individual:
- CTA and/or STEP qualified (or equivalent experience)
- Strong background in UK trusts and estates
- Solid technical private client tax knowledge, including anti-avoidance
- Experience with trust and IHT compliance
- Confident managing HMRC enquiries and settlements
- Strong advisory and technical writing skills
- Proven people management and coaching experience
- Commercially aware and client focused
Trusts & Estates Tax Manager in London employer: Insite Public Practice Recruitment Limited
Contact Detail:
Insite Public Practice Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts & Estates Tax Manager in London
✨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.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience with trusts and estates. Share specific examples of how you've managed portfolios or led advisory work. We want to see your passion and knowledge shine through!
✨Prepare for Interviews
Do your homework before any interview! Research the company, understand their values, and be ready to discuss how your skills align with their needs. We recommend practising common interview questions related to tax management and client relationships to boost your confidence.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only shows your interest but also gives you a better chance of being noticed. We’re here to help you every step of the way in landing that Trusts & Estates Tax Manager role!
We think you need these skills to ace Trusts & Estates Tax Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Trusts & Estates Tax Manager role. Highlight your background in trusts and estates, and don’t forget to mention any relevant qualifications like CTA or STEP.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for this role. Share your passion for private client tax and how your experience aligns with our needs, especially in managing high-net-worth portfolios.
Showcase Your Advisory Skills: Since this role involves delivering high-quality trust and estate tax advice, make sure to highlight your advisory experience. Include examples of complex matters you've handled and how you’ve successfully supported clients in the past.
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 the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Insite Public Practice Recruitment Limited
✨Know Your Trusts and Estates Inside Out
Make sure you brush up on your knowledge of trusts and estates tax regulations. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues, as this will show your expertise and confidence in the field.
✨Showcase Your Leadership Skills
Since this role involves managing a team, be ready to share examples of how you've mentored junior staff or led projects. Highlight your people management experience and how you've contributed to team development, as this will resonate well with the interviewers.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge, especially around CGT and IHT planning. Practise explaining your thought process clearly and concisely, as strong advisory and technical writing skills are crucial for this position.
✨Demonstrate Client Focus
Be prepared to discuss how you've built and maintained client relationships in the past. Share specific examples of how you've provided high-quality advice to clients, as this will show your commercial awareness and commitment to client satisfaction.