At a Glance
- Tasks: Manage complex trusts and estates, delivering compliance and specialist advisory work.
- Company: Join a nationally recognised professional services firm with a strong private client practice.
- Benefits: Salary of £67,000 - £72,000, 25 days' leave, private medical insurance, and hybrid working.
- Other info: Mentor junior colleagues and influence the growth of a specialist trusts team.
- Why this job: Become a key figure in a growing specialist practice with direct access to Partner-level leadership.
- Qualifications: CTA and/or STEP qualification with strong experience in UK trusts and estates.
The predicted salary is between 67000 - 72000 £ per year.
Location: West End, London (City office also considered)
Hybrid: 3 days per week in the office
Salary: £67,000 - £72,000
What's in it for you?
If you're looking for more than another Trust Manager role, this is an opportunity to become a key figure in the future of a growing specialist practice. You'll take over an established portfolio while helping expand a trusts offering that is seeing increasing demand from across the wider business, working directly alongside an experienced Partner to shape its long-term success.
Package & Benefits
- Inherit an established portfolio from day one - no need to build a client base from scratch
- Direct access to Partner-level leadership and technically complex advisory work
- Genuine opportunity to influence the continued growth of a specialist trusts practice
- Hybrid working - 3 days per week in the office
- Salary of £67,000 - £72,000
- 25 days' annual leave plus Christmas closure
- Private medical insurance, life assurance and income protection
- Generous pension scheme
- Professional subscriptions paid
- Flexible wellbeing and lifestyle benefits
Why this business
This is a nationally recognised professional services firm with a highly regarded private client practice and a long-established reputation for advising high-net-worth individuals, trustees and family wealth structures. Demand for specialist trusts advice continues to increase, with a growing volume of referrals creating sustained investment in this area of the business. You'll inherit an established portfolio supported by a strong pipeline of ongoing specialist work, allowing you to focus on delivering high-value advice from the outset rather than building a client base. Opportunities to join specialist trusts teams of this size and quality are uncommon. Working directly alongside an experienced Partner, you'll continue to deepen your technical expertise while playing an influential role in the long-term growth of the practice.
What you'll be doing
- Manage a portfolio of complex trusts, estates and high-net-worth clients, delivering both compliance and specialist advisory work
- Advise on a broad range of UK trusts, estates and family wealth structures, combining trust accounts preparation with technically challenging inheritance tax, capital gains tax and private client advisory work
- Build trusted relationships with trustees, executors and professional advisers, becoming a key technical contact
- Mentor junior colleagues while supporting the continued growth and development of the specialist trusts team
What you'll bring
- CTA and/or STEP qualification
- Strong experience advising on UK trusts and estates, including trust accounts preparation
- Broad private client tax expertise, including exposure to non-dom and offshore matters, or deep technical experience within trusts
- Proven experience managing client portfolios, reviewing work and developing junior team members
Who this suits
You're an experienced trusts professional who enjoys technically challenging work and wants to remain close to specialist advisory matters rather than moving into a broad generalist role. You're looking for an environment where your expertise is recognised, your ideas have influence and you can continue developing alongside respected specialists while working on high-quality trusts and estates matters.
Apply now
If you're looking to build your career within a growing specialist trusts practice, we'd welcome a confidential conversation. Apply today to speak with Walker Lovell.
Tax Manager (Trusts & Estates) in Slough employer: Walker Lovell
Walker Lovell is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Greater London. With a strong emphasis on professional development, employees are encouraged to grow their skills through hands-on experience and mentorship, making it an ideal environment for those looking to advance their careers in forensic accounting. The company also values work-life balance and provides competitive benefits, ensuring that team members feel supported both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager (Trusts & Estates) in Slough
✨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 Walker Lovell, 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 Manager (Trusts & Estates) in Slough
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 Walker Lovell'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 Walker Lovell. 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 Walker Lovell!
How to prepare for a job interview at Walker Lovell
✨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 Walker Lovell.
✨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 Walker Lovell. It helps to show our commitment!
