Tax & Trusts Manager- London
Job Description
Location: LondonJob Type: Permanent | Hybrid WorkingSalary: Competitive + Excellent Benefits
Tax & Trusts Manager – London \nWe are recruiting a Tax & Trusts Manager on behalf of a highly respected and growing accountancy practice in London.
\nThis 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 \nAs a Tax & Trusts Manager, you'll manage a specialist portfolio of trusts, estates, and private clients, working closely with Partners and Directors to provide expert tax advice and exceptional client service.
\nKey responsibilities include:
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- Managing a portfolio of trusts, estates, and high-net-worth clients \n
- Advising trustees, executors, and beneficiaries on complex tax matters \n
- Reviewing trust accounts and UK trust tax returns \n
- Providing Capital Gains Tax (CGT) and Inheritance Tax (IHT) planning advice \n
- Managing trust and estate compliance \n
- Handling HMRC enquiries and correspondence \n
- Preparing technical reports and advisory work \n
- Building strong relationships with clients and professional advisers \n
- Supporting the development of the Trusts & Estates service line \n
- Mentoring and developing junior team members \n
You'll be CTA and/or STEP qualified (or possess equivalent experience) with previous experience gained within a UK accountancy practice.
\nYou'll also have:
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- Strong experience in UK Trusts & Estates Tax \n
- Excellent knowledge of Private Client Tax, Trust Tax, CGT, and IHT \n
- Experience managing trust and estate compliance \n
- Confidence dealing directly with HMRC \n
- Strong technical and advisory skills \n
- Excellent communication and client relationship management abilities \n
- Experience coaching and developing junior staff \n
- A proactive and commercially focused approach \n
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- Hybrid and flexible working \n
- Competitive salary and benefits package \n
- Specialist Trusts & Estates role \n
- Prestigious private client portfolio \n
- Advisory-focused work with excellent technical exposure \n
- Leadership and mentoring opportunities \n
- Ongoing professional development \n
- Clear career progression within a growing Private Client Tax team \n
Based in London, with excellent transport links across Central London, Westminster, Kensington, Islington, Southwark, Camden, Canary Wharf, and surrounding areas.
Apply \nFor a confidential discussion or to apply, please contact Jack Wood:
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