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- 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) employer: Moore Kingston Smith LLP
Contact Detail:
Moore Kingston Smith LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager (Trusts and Estates)
✨Tip Number 1
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!
✨Tip Number 2
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 tackled complex tax issues – it’ll set you apart from the crowd.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After interviews or networking events, drop a quick thank-you email. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got some fantastic opportunities waiting for you. Plus, applying directly shows your interest in being part of our team and makes it easier for us to spot your application.
We think you need these skills to ace Tax Manager (Trusts and Estates)
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 makes you the perfect fit for 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 passionate about tax management and how your skills can benefit us. Be sure to mention specific experiences that demonstrate your expertise in managing trusts and estates.
Showcase Your Technical Skills: Since this role requires strong technical writing skills, include examples of reports or advisory work you've done in the past. We love seeing how you 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 any important updates. Plus, we love seeing candidates who take the initiative!
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.