Tax & Trusts Manager
Location: London
Job Type: Permanent | Hybrid Working
Salary: Competitive + Excellent Benefits
Tax & Trusts Manager – London
We are recruiting a Tax & Trusts Manager on behalf of a highly respected and growing accountancy practice in London.
This is an excellent opportunity for an experienced Private Client Tax Manager, Trust Tax Manager, or Tax Manager to join a specialist Private Client Tax team, managing a portfolio of trusts, estates, and high-net-worth individuals while delivering high-quality advisory and compliance services.
The Role
As a Tax & Trusts Manager, you'll manage a specialist portfolio of trusts, estates, and private clients, working closely with Partners and Directors to provide expert tax advice and exceptional client service.
Key responsibilities include:
- Managing a portfolio of trusts, estates, and high-net-worth clients
- Advising trustees, executors, and beneficiaries on complex tax matters
- Reviewing trust accounts and UK trust tax returns
- Providing Capital Gains Tax (CGT) and Inheritance Tax (IHT) planning advice
- Managing trust and estate compliance
- Handling HMRC enquiries and correspondence
- Preparing technical reports and advisory work
- Building strong relationships with clients and professional advisers
- Supporting the development of the Trusts & Estates service line
- Mentoring and developing junior team members
About You
You'll be CTA and/or STEP qualified (or possess equivalent experience) with previous experience gained within a UK accountancy practice.
You'll also have:
- Strong experience in UK Trusts & Estates Tax
- Excellent knowledge of Private Client Tax, Trust Tax, CGT, and IHT
- Experience managing trust and estate compliance
- Confidence dealing directly with HMRC
- Strong technical and advisory skills
- Excellent communication and client relationship management abilities
- Experience coaching and developing junior staff
- A proactive and commercially focused approach
What's on Offer
- Hybrid and flexible working
- Competitive salary and benefits package
- Specialist Trusts & Estates role
- Prestigious private client portfolio
- Advisory-focused work with excellent technical exposure
- Leadership and mentoring opportunities
- Ongoing professional development
- Clear career progression within a growing Private Client Tax team
Location
Based in London, with excellent transport links across Central London, Westminster, Kensington, Islington, Southwark, Camden, Canary Wharf, and surrounding areas.
Apply
For a confidential discussion or to apply, please contact Jack Wood:
