At a Glance
- Tasks: Manage trusts and estates while providing expert tax advice to high-net-worth clients.
- Company: Respected accountancy practice in London with a focus on private client services.
- Benefits: Competitive salary, hybrid working, and ongoing professional development opportunities.
- Other info: Excellent career progression and mentoring opportunities in a dynamic environment.
- Why this job: Join a specialist team and make a real impact in the world of tax and trusts.
- Qualifications: CTA and/or STEP qualified with strong UK Trusts Estates Tax experience.
The predicted salary is between 51750 - 63250 £ per year.
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
- 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.
- 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.
Tax & Trusts Manager– London employer: Oscar Wood
Join a highly respected and growing accountancy practice in London, where you will thrive in a dynamic work culture that values professional development and mentorship. As a Tax Trusts Manager, you'll enjoy competitive salary packages, hybrid working options, and the opportunity to manage prestigious private client portfolios while receiving ongoing support for your career growth. With excellent transport links and a focus on advisory work, this role offers a meaningful and rewarding employment experience in the heart of London.
StudySmarter Expert Advice🤫
We think this is how you could land Tax & Trusts Manager– London
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Oscar Wood, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Tax & Trusts Manager– London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Oscar Wood's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Oscar Wood. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Oscar Wood!
How to prepare for a job interview at Oscar Wood
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Oscar Wood.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Oscar Wood. It helps to show our commitment!
