Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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, discretionary bonus, private medical insurance, and generous leave.
- 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 private wealth.
- Other info: Opportunities for professional development and clear career progression.
The predicted salary is between 43200 - 72000 £ 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 for a confidential conversation.
Senior Trust And Tax Manager 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
✨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 about reaching out to professionals in your field. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Ace the Informational Interview
Set up informal chats with people working in roles you’re interested in. This isn’t a job interview, but a chance to learn and make a good impression. We can help you prepare some questions to ask, so you come across as genuinely interested and engaged!
✨Showcase Your Expertise
Consider writing articles or sharing insights related to trusts and tax on platforms like LinkedIn. This not only demonstrates your knowledge but also helps you build your personal brand. We can help you brainstorm topics that will resonate with your target audience!
✨Apply Through Our Website
When you find a role that excites you, apply directly through our website. It shows you’re serious about the opportunity and makes it easier for us to track your application. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Senior Trust And Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences mentioned in the job description. Highlight your expertise in trust taxation and private wealth, as well as any relevant qualifications like CTA or STEP.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share examples of how you've managed complex portfolios or advised high-net-worth individuals, and don’t forget to show your enthusiasm for joining our team!
Showcase Your Communication Skills: Since you'll be advising clients and collaborating with various specialists, it's crucial to demonstrate your ability to communicate complex tax issues clearly. Use straightforward language and provide examples of how you've done this in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and get back to you quicker!
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. Familiarise yourself with the latest regulations and common issues faced by high-net-worth individuals. This will help you demonstrate your expertise and confidence during the interview.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed complex portfolios or advised clients on tax implications. Highlight your experience with international structures and how you've collaborated with other professionals to deliver integrated services.
✨Communicate Clearly
Practice explaining complex tax issues in simple terms. The interviewers will want to see that you can translate technical jargon into practical advice for clients. Consider role-playing with a friend to refine your communication skills.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to private wealth management and their expectations for the Senior Trust and Tax Manager role. This shows your genuine interest in the position and helps you assess if the firm aligns with your career goals.