At a Glance
- Tasks: Manage trusts and estates, providing expert tax advice and leading a collaborative team.
- Company: Reputable private client tax firm with a focus on professional development.
- Benefits: Hybrid working, competitive salary, and strong career progression opportunities.
- Other info: Supportive culture with leadership and mentoring responsibilities.
- Why this job: Join a dynamic team and make a real impact in the world of trusts and estates.
- Qualifications: Experience in trusts and estates, with CTA or STEP qualification preferred.
The predicted salary is between 60000 - 75000 £ per year.
We are recruiting a Tax Manager with strong trusts and estates experience to join a growing and highly regarded Private Client Tax team based in London. This is an excellent opportunity for an experienced private client tax professional to take ownership of a specialist portfolio while playing a key leadership role within a collaborative and forward-thinking firm.
The role offers a strong combination of trust and estate advisory work, client relationship management, team leadership, and business development exposure, making it ideal for someone looking to further develop their specialist expertise within a high-quality private client environment.
The Role
As a Tax Manager within the Trusts & Estates team, you will manage a varied portfolio of trusts, estates, and high-net-worth individuals, acting as the main point of contact for trustees, executors, beneficiaries, and professional advisers. You will lead the delivery of trust and estate advisory work, including the preparation of technical reports and advice across Capital Gains Tax and Inheritance Tax planning matters, trusts, lifetime transfers, and succession planning. The role will also involve overseeing trust accounts, trust and estate tax returns, and ensuring all compliance work is completed accurately and within deadlines.
Alongside managing client relationships, you will support Partners and Directors on complex advisory matters while helping shape and develop the wider trusts and estates offering within the firm. You will take responsibility for managing WIP, billing, and portfolio profitability, while also supporting business development initiatives and identifying opportunities to further support clients. The position will also involve reviewing the work of junior team members, providing coaching, mentoring, and technical guidance to support their development and progression. In addition, you will contribute to process improvement initiatives, helping drive efficiency and best practice across the team.
This is an excellent opportunity for an ambitious trusts and estates specialist seeking a visible and influential role within a growing private client tax team.
About You
You will have strong experience gained within a UK accountancy practice or private client tax environment, with a specialist focus on trusts and estates work. CTA and/or STEP qualification, or equivalent experience, is essential. You will possess strong technical knowledge across UK trusts and estates taxation, including Capital Gains Tax, Inheritance Tax, trust compliance, and anti-avoidance legislation. Experience managing HMRC enquiries, settlements, and complex advisory matters is highly desirable.
You will be a confident communicator with strong technical writing skills and the ability to build trusted relationships with clients and professional advisers alike. Previous experience managing and mentoring junior team members is essential, alongside a proactive, commercial, and client-focused approach.
What’s on Offer
- Hybrid and flexible working
- Exposure to complex trusts and estates advisory work
- Strong focus on professional development and progression
- Supportive and collaborative team culture
- Leadership and mentoring responsibility
- Client-facing advisory exposure
- Competitive salary and benefits package
Location: London. Easily commutable from Central London, Wimbledon, Croydon, Watford, Romford and surrounding areas.
Apply For a confidential discussion or to apply, please contact Jack Wood.
Tax Manager (Trusts) – London employer: Oscar Wood
Join a dynamic and forward-thinking firm in London, where as a Tax Manager (Trusts), you will thrive in a supportive and collaborative culture that prioritises professional development and mentorship. With a competitive salary and hybrid working options, this role offers the chance to manage a diverse portfolio while enhancing your expertise in trusts and estates within a high-quality private client environment. Experience the unique advantage of being part of a growing team that values innovation and client relationships, making it an excellent employer for ambitious professionals.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager (Trusts) – London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can’t.
✨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 or improved processes in previous roles. This will show them you’re the real deal!
✨Prepare for Interviews
Do your homework before interviews! Research the company’s recent projects and their approach to trusts and estates. Prepare thoughtful questions to ask them too; it shows you’re genuinely interested and engaged. Plus, it’ll help you stand out from the crowd.
✨Apply Through Our Website
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 take the initiative to engage directly with us. Let’s get you that Tax Manager role!
We think you need these skills to ace Tax Manager (Trusts) – London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your experience in trusts and estates. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about tax management and how your background makes you the perfect fit for our team. Keep it engaging and personal.
Showcase Your Technical Skills:We’re looking for someone with strong technical knowledge in UK trusts and estates taxation. Be sure to mention your experience with Capital Gains Tax, Inheritance Tax, and any relevant qualifications like CTA or STEP.
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 this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Oscar Wood
✨Know Your Trusts and Estates Inside Out
Make sure you brush up on your technical knowledge regarding trusts and estates taxation, especially Capital Gains Tax and Inheritance Tax. Be prepared to discuss specific cases or scenarios where you've applied this knowledge in your previous roles.
✨Showcase Your Leadership Skills
Since the role involves mentoring junior team members, think of examples where you've successfully led a team or provided guidance. Highlight your coaching experiences and how they contributed to the team's success.
✨Prepare for Client Relationship Questions
Expect questions about how you build and maintain relationships with clients and professional advisers. Have a few anecdotes ready that demonstrate your ability to communicate effectively and manage client expectations.
✨Demonstrate Your Business Development Acumen
The role includes supporting business development initiatives, so be ready to discuss any past experiences where you've identified opportunities for growth or improved client services. Show your proactive approach to expanding a portfolio.
