Full job descriptionTax Manager – Trusts & Estates
Location: City of London or West End
Workplace: Hybrid
Salary: £67,000 – £72,000
A respected and expanding UK advisory and accountancy group is looking for an experienced Tax Manager (Trusts & Estates) to join its growing Private Client Tax team. This leadership role offers responsibility for a varied portfolio of trusts, estates and high-net-worth individuals, together with oversight and development of junior team members in a supportive, collaborative environment.
You’ll lead high-quality trust and estate advisory work, build long-term client relationships, support Partners and Directors on complex matters, and help shape the future of the firm’s trusts and estates offering.
About the firm
This organisation is a leading national multi-disciplinary advisory, tax and audit group, recognised for its people-first culture, technical excellence and commitment to creating positive impact for clients and communities. With strong London and regional teams and the support of a global network, it combines local insight with international perspective.
The group is known for:
*A collaborative, inclusive culture and modern flexibility
*Significant growth across private client and advisory services
*High technical standards delivered with clarity and care
*Strong investment in learning, leadership and progression
The role
You will manage a trusts and estates-focused portfolio while acting as a trusted adviser to trustees, executors, beneficiaries and professional intermediaries. The work blends advisory and compliance, with visibility across complex, high-value matters.
Key responsibilities include:
*Managing a varied portfolio of trusts, estates and HNWIs
*Acting as main contact for trustees, executors, beneficiaries and advisers
*Leading trust and estate advisory projects and producing clear written reports
*Advising on CGT and IHT planning, including trusts and lifetime transfers
*Overseeing trust accounts and trust/estate tax returns
*Managing WIP, billing and delivery against deadlines
*Supporting Partners with business development and client initiatives
*Reviewing work and mentoring junior team members
*Driving process improvements and operational efficiency
About you
You’re a technically strong private client specialist with deep trusts and estates experience, proven leadership capability and excellent client skills.
We’re looking for someone with:
*CTA and/or STEP qualification (or equivalent experience)
*A strong background in UK trusts and estates work
*Broad private client tax knowledge, including anti-avoidance
*Experience in trust and IHT compliance and reporting
*Confidence managing HMRC enquiries and settlements
*Excellent advisory and technical report-writing skills
*Proven people management and coaching experience
*Commercial awareness and a client-focused, solutions-led approach