At a Glance
- Tasks: Manage a diverse portfolio of trusts and estates while leading a dynamic team.
- Company: Join a growing Private Client Tax team in a reputable firm.
- Benefits: Enjoy hybrid working, competitive salary, and professional development opportunities.
- Other info: Opportunity for career growth in a supportive and collaborative environment.
- Why this job: Make a real impact by advising high-net-worth clients on complex tax matters.
- Qualifications: CTA and/or STEP qualified with strong UK trusts and estates knowledge.
The predicted salary is between 60000 - 80000 £ 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
Join our dynamic Private Client Tax team as a Tax Manager, where you'll not only manage a diverse portfolio of trusts and estates but also lead and mentor a talented group of junior staff. With a commitment to professional development, hybrid working options, and a collaborative work culture in our City or West End office, we offer an environment that fosters growth and innovation while delivering exceptional client service.
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 not just qualified, but passionate about what you do.
✨Leverage Social Media
Use platforms like LinkedIn to showcase your skills and connect with hiring managers. Post articles or insights related to trusts and estates to position yourself as a thought leader in the field.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us can give you an edge, as we love seeing candidates who are proactive and engaged with our firm.
We think you need these skills to ace Tax Manager (Trusts and Estates) in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in trusts and estates. We want to see how your background aligns with the key responsibilities mentioned in the job description, so don’t hold back on showcasing your relevant skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Private Client Tax team. Be sure to mention specific experiences that relate to managing client portfolios and leading advisory work.
Show Off Your Technical Skills:We’re looking for someone with solid technical knowledge in private client tax. Make sure to include examples of your experience with CGT, IHT planning, and compliance in your application. This will help us see your expertise right away!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about what we do at StudySmarter.
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 ready 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 a team, be prepared to talk about your experience in managing and mentoring junior staff. Share examples of how you've developed others and improved team performance. This will demonstrate your capability to lead effectively within the firm.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge, particularly around CGT, IHT planning, and compliance. Practise explaining complex concepts in simple terms, as this will highlight your advisory skills and ability to communicate effectively with clients.
✨Demonstrate Client Focus
Be ready to discuss how you've built and maintained client relationships in the past. Think of specific examples where you’ve gone above and beyond for a client, as this will illustrate your commitment to providing high-quality service and your understanding of client needs.
