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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) in City of Westminster employer: Moore Kingston Smith
Contact Detail:
Moore Kingston Smith Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager (Trusts and Estates) in City of Westminster
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to trusts and estates, and think about how your experience aligns with their needs. We want you to shine, so practice common interview questions and have your own ready to go!
✨Tip Number 3
Showcase your expertise! Bring along examples of your work or case studies that highlight your skills in managing trusts and estates. This will not only demonstrate your knowledge but also give potential employers a taste of what you can bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search. Let’s get you that Tax Manager role!
We think you need these skills to ace Tax Manager (Trusts and Estates) in City of Westminster
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
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts and estates, especially UK tax laws. Be prepared to discuss specific cases or scenarios where you've successfully managed tax issues for high-net-worth individuals. This will show that you’re not just familiar with the theory but have practical experience too.
✨Showcase Your Leadership Skills
Since this role involves overseeing junior staff, be ready to share examples of how you've mentored or led a team in the past. Highlight any process improvements you've implemented and how they benefited your previous employers. This will demonstrate your capability to manage and develop a team effectively.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge, particularly around CGT and IHT planning. Practice explaining complex concepts in simple terms, as you may need to do this when advising clients. Being able to communicate clearly is just as important as having the right knowledge.
✨Engage with the Interviewers
Don’t forget that interviews are a two-way street! Prepare thoughtful questions about the firm’s approach to trusts and estates, their client base, and how they support their staff's professional development. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.