Tax Manager (Trusts and Estates) in London

Tax Manager (Trusts and Estates) in London

London Full-Time 67000 - 72000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage a diverse portfolio of trusts and estates while leading a team of junior staff.
  • Company: Join a reputable firm in the heart of London with a focus on private client tax.
  • Benefits: Competitive salary, hybrid working options, and opportunities for professional growth.
  • Other info: Dynamic role with excellent career progression in a supportive environment.
  • Why this job: Make a real impact by advising high-net-worth clients and shaping tax strategies.
  • Qualifications: CTA and/or STEP qualified with strong UK trusts and estates knowledge.

The predicted salary is between 67000 - 72000 £ per year.

We’re looking for an experienced Tax Manager with a strong trusts and estates background to join our 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 our City or West End office, with hybrid working available.

Key Responsibilities

  • 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

Skills, Knowledge and Expertise

  • 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

Tax Manager (Trusts and Estates) in London employer: Moore Kingston Smith LLP

Join our dynamic Private Client Tax team in the vibrant West End of London, where we prioritise employee growth and development. As a Tax Manager, you'll enjoy a supportive work culture that values collaboration and innovation, alongside competitive compensation and flexible hybrid working options. With opportunities to lead and mentor junior staff, you will play a pivotal role in shaping our trusts and estates offering while building meaningful client relationships.
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Contact Detail:

Moore Kingston Smith LLP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Tax Manager (Trusts and Estates) in London

✨Network Like a Pro

Get out there and connect with people in the industry! Attend tax seminars, workshops, or even local meet-ups. You never know who might have a lead on that perfect Tax Manager role.

✨Show Off Your Expertise

When you get the chance to chat with potential employers, don’t hold back! Share your insights on trusts and estates, and how you’ve tackled complex tax issues. This will show them you’re the go-to person for the job.

✨Ace the Interview

Prepare for those tricky interview questions by practising your responses. Think about scenarios where you’ve led teams or improved processes. We want to see your leadership skills shine through!

✨Apply Through Us!

Don’t forget to check out our website for the latest job openings. Applying directly through us not only gives you a better chance but also keeps you in the loop with our hiring process. Let’s land that dream job together!

We think you need these skills to ace Tax Manager (Trusts and Estates) in London

Trusts and Estates Tax Knowledge
Client Relationship Management
Advisory Skills
Technical Writing Skills
CGT and IHT Planning
Trust Accounts Management
Tax Compliance
HMRC Enquiries Management
People Management
Coaching Experience
Commercial Awareness
Client Focus

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects your experience in trusts and estates. Highlight relevant roles and responsibilities that align with the Tax Manager position. We want to see how your background fits into our Private Client Tax team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your advisory work and how you've managed client relationships in the past. We love a good story!

Show Off Your Technical Skills: Since this role requires strong technical writing skills, make sure to showcase any reports or documents you've prepared in previous roles. We’re keen to see your ability to communicate complex tax matters clearly and effectively.

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 don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!

How to prepare for a job interview at Moore Kingston Smith LLP

✨Know Your Tax Stuff

Make sure you brush up on your knowledge of trusts and estates, especially around CGT and IHT planning. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues.

✨Showcase Your Leadership Skills

Since this role involves managing a team, be prepared to share examples of how you've mentored junior staff or led projects. Highlight your experience in driving process improvements and how you've supported your team in achieving their goals.

✨Client Relationships Matter

Demonstrate your ability to build and maintain strong client relationships. Think of instances where you've acted as the main contact for trustees or beneficiaries and how you’ve handled challenging situations with tact and professionalism.

✨Prepare for Technical Questions

Expect to face technical questions related to trust accounts and tax returns. Practise explaining your thought process clearly and concisely, as well as your approach to managing HMRC enquiries. This will show your confidence and expertise in the field.

Tax Manager (Trusts and Estates) in London
Moore Kingston Smith LLP
Location: London

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