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- Tasks: Manage complex trusts and tax structures while advising high-net-worth clients.
- Company: Top-tier Legal 500 firm in Central London with a hybrid working model.
- Benefits: Competitive salary, flexible working, generous leave, and professional development support.
- Why this job: Join a collaborative team and make a real impact in private wealth management.
- Qualifications: CTA/STEP qualified with experience in trust taxation and client advisory.
- Other info: Strong career progression opportunities within a supportive environment.
The predicted salary is between 72000 - 84000 £ per year.
Join a Top-tier Legal 500 firm in London dealing with complex trusts and tax structures.
RESPONSIBILITIES
- Managing a varied and technically complex portfolio of UK and offshore trusts, estates and private wealth structures, ensuring efficient administration and compliance.
- Advising on UK tax implications for trusts and high-net-worth individuals, including IHT, CGT and income tax planning opportunities.
- Overseeing trust accounts, tax returns and reporting obligations, liaising with external advisers and fiduciaries where required.
- Supporting partners and senior lawyers on sophisticated wealth structuring, succession planning and multi-generational family governance matters.
- Acting as a key point of contact for trustees, beneficiaries and family offices, delivering clear and commercially focused advice.
- Collaborating closely with legal, tax, family and corporate specialists to provide an integrated private wealth service.
- Driving proactive matter management, including budgeting, WIP control and achievement of financial targets.
- Contributing to business development, client relationship management and thought leadership within the private wealth and fiduciary space.
- Supervising and mentoring junior team members and assisting with workflow management and technical development.
ABOUT YOU
- CTA / STEP qualified (or equivalent) with substantial experience in trust taxation and private wealth gained within a leading professional services or legal environment.
- Strong technical expertise across UK trust taxation, estate administration and fiduciary accounting, with exposure to international structures.
- Experience advising high-net-worth individuals, trustees, family offices and entrepreneurial families.
- Commercially minded with excellent organisational skills and a proactive approach to client service and relationship management.
- Confident communicator with the ability to translate complex tax issues into practical guidance.
- A collaborative team player with experience supervising junior professionals.
BENEFITS
- Competitive salary with discretionary bonus.
- Hybrid working model with genuine flexibility and agile culture.
- Generous annual leave entitlement with additional festive closure.
- Private medical insurance and comprehensive wellbeing support.
- Enhanced pension contribution and life assurance.
- Ongoing professional development with support for STEP, CTA and specialist training.
- Exposure to high-quality international work within a collaborative private wealth platform.
- Clear progression pathway within a well-resourced and growing team.
- Strong administrative, accounting and knowledge support infrastructure.
If this sounds like the right opportunity for you, apply today or contact me using the details below for a confidential conversation.
Senior Trust and Tax Manager in London employer: Simpson Judge Ltd
Contact Detail:
Simpson Judge Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trust and Tax Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups on LinkedIn, and don’t be shy to reach out for informational chats. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the firm and its culture. Understand their approach to trusts and tax management, and think about how your experience aligns with their needs. This will help you stand out as a candidate who’s genuinely interested.
✨Tip Number 3
Showcase your expertise! Bring examples of your past work to interviews, especially those that highlight your skills in managing complex portfolios and advising high-net-worth individuals. Real-life scenarios can make a big impact.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that dream job!
We think you need these skills to ace Senior Trust and Tax Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Senior Trust and Tax Manager role. Highlight your expertise in trust taxation and private wealth, as well as any relevant qualifications like CTA or STEP.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this position. Mention your experience with high-net-worth individuals and your ability to provide clear, commercially focused advice.
Showcase Your Team Spirit: We love a collaborative team player! In your application, emphasise your experience supervising junior professionals and working closely with other specialists. This will show us you can thrive in our integrated private wealth service.
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 see what you bring to the table!
How to prepare for a job interview at Simpson Judge Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of UK trust taxation and estate administration. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax structures, as this will show your expertise and confidence in the field.
✨Showcase Your Communication Skills
As a Senior Trust and Tax Manager, you'll need to translate complex tax issues into practical advice. Prepare examples of how you've communicated intricate concepts to clients or colleagues in the past, highlighting your ability to make things clear and understandable.
✨Demonstrate Your Team Spirit
This role requires collaboration with various specialists. Think of instances where you've worked closely with legal, tax, or corporate teams. Be ready to share how you contributed to a successful outcome and supported junior team members in their development.
✨Be Business Savvy
Understanding the commercial side of things is crucial. Prepare to discuss how you've contributed to business development or client relationship management in previous roles. Highlight any strategies you've implemented that led to successful outcomes for high-net-worth clients.