At a Glance
- Tasks: Manage trusts and estates, providing expert tax advice and client relationship management.
- Company: Reputable private client tax firm in London with a collaborative culture.
- Benefits: Competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Join a forward-thinking team with excellent career advancement opportunities.
- Why this job: Lead impactful projects while developing your expertise in a high-quality environment.
- Qualifications: Strong experience in trusts and estates, with leadership and advisory skills.
The predicted salary is between 60000 - 80000 £ 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.
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.
Tax Manager (Trusts) – London employer: Oscar Wood
Join a dynamic and innovative Private Client Tax team in London, where you will thrive in a supportive work culture that values collaboration and professional growth. With competitive salaries and a range of benefits, this role offers the chance to lead a specialist portfolio while enhancing your expertise in trust and estate advisory work. The firm's commitment to employee development and a hybrid working model ensures a balanced and rewarding career for all team members.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager (Trusts) – London
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and trusts sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your previous work with trusts and estates. This could include case studies or examples of successful client relationships. It’s a great way to demonstrate your skills during interviews.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors. Focus on common questions related to tax management and client advisory roles. The more comfortable you are, the better you’ll perform when it counts.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities that might just be the perfect fit for you. Plus, applying directly can sometimes give you an edge over other candidates. Don’t miss out!
We think you need these skills to ace Tax Manager (Trusts) – London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Tax Manager role. Highlight your trusts and estates experience, as well as any leadership roles you've held. We want to see how you can bring your unique expertise to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about private client tax and how your background makes you the perfect fit for this role. Don’t forget to mention your interest in working with high-net-worth individuals and your approach to client relationship management.
Showcase Your Technical Skills:Since this role involves preparing technical reports and advice on tax planning matters, make sure to highlight your relevant technical skills. We’re looking for someone who can confidently navigate Capital Gains Tax and Inheritance Tax, so don’t hold back on showcasing your knowledge!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team. We can’t wait to hear from you!
How to prepare for a job interview at Oscar Wood
✨Know Your Trusts Inside Out
Make sure you brush up on your knowledge of trusts and estates before the interview. Be prepared to discuss specific cases or scenarios you've handled, especially around Capital Gains Tax and Inheritance Tax planning. 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 team leadership, think of examples where you've successfully led a team or project. Highlight how you managed relationships with clients and colleagues, and be ready to discuss your approach to mentoring others in the field.
✨Prepare for Technical Questions
Expect some technical questions related to tax compliance and advisory work. Review common issues faced in trust and estate management, and be ready to explain how you would approach them. This will demonstrate your problem-solving skills and expertise in the area.
✨Demonstrate Business Development Acumen
The role involves business development, so think about how you can contribute to growing the firm's client base. Prepare to discuss any past experiences where you’ve successfully brought in new clients or expanded existing relationships, showcasing your proactive approach.
