At a Glance
- Tasks: Manage diverse trust portfolios and lead client relationships in a supportive team.
- Company: Leading private client tax accountants with a focus on growth and collaboration.
- Benefits: Competitive salary up to £80,000 plus excellent benefits and career progression.
- Other info: Inclusive environment valuing diverse backgrounds and offering ongoing development.
- Why this job: Step into a senior role with real influence and exposure to complex trust work.
- Qualifications: 5+ years in trust and private client work; CTA, STEP, or ACA/ACCA qualified.
The predicted salary is between 70000 - 80000 £ per year.
Our client, a highly regarded firm of chartered accountants, is seeking a Trust / Private Client Tax Manager to join their established and growing Trust Team. This is an outstanding opportunity to take ownership of a diverse portfolio, lead client relationships, and play a key role in shaping the development of the trust and private client offering within a supportive, high-quality firm.
The Role
As Trust / Private Client Manager, you will take responsibility for the management and delivery of trust, estate and private client services, working closely with partners and acting as a trusted adviser to clients.
Key Responsibilities
- Managing a portfolio of UK resident trusts, with exposure to non-UK trusts and estates
- Reviewing and overseeing the preparation of trust accounts and tax returns
- Advising on trust taxation, distributions, IHT and planning matters
- Acting as the primary point of contact for clients, trustees, beneficiaries and HMRC
- Supporting and contributing to trust planning and advisory projects
- Managing workflows, deadlines and quality of work across the portfolio
- Coaching, mentoring and reviewing the work of junior team members
- Assisting partners with business development and client relationship management
About You
- 5+ years' experience in trust and private client work within a professional services firm
- Strong technical knowledge of trust taxation and administration
- CTA, STEP and/or ACA/ACCA qualification (or equivalent experience)
- Experience managing a client portfolio and supervising junior staff
- Excellent communication skills and a confident, client-facing approach
- Strong organisational skills with the ability to manage competing priorities
- Experience with probate, estate administration, charitable trusts or complex IHT planning would be highly advantageous.
Why Join Our Client?
- A senior role with autonomy and real influence
- A clear pathway toward Senior Manager or Director progression
- Ongoing technical and leadership development
- Exposure to complex, high-value trust and estate work
- A collaborative environment that values expertise, initiative and long-term growth
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Trust/Private Client Tax Manager in London employer: Taxation
Join a leading firm of chartered accountants in London, where you will have the opportunity to manage a diverse portfolio and shape the future of trust and private client services. With a strong focus on employee development, this role offers a clear pathway for progression, ongoing training, and a collaborative work culture that values initiative and expertise. Enjoy excellent benefits and the chance to work in a supportive environment that embraces diversity and inclusion.
StudySmarter Expert Advice🤫
We think this is how you could land Trust/Private Client Tax Manager in 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 Taxation, 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 Trust/Private Client Tax Manager in 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 Taxation'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 Taxation. 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 Taxation!
How to prepare for a job interview at Taxation
✨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 Taxation.
✨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 Taxation. It helps to show our commitment!
