Tax Manager – Trusts and Estates
🕒 April 9
🏢🏡 London – Hybrid
💵 £67k - £72k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Tax
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📋 Description
• Managing a trusts and estates‑focused client portfolio • Acting as the main contact for trustees, executors, beneficiaries and advisers • Leading trust and estate advisory work, including 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 • Reviewing work and mentoring junior team members • Driving process improvements and efficiency
🎯 Requirements
• CTA and/or STEP qualified (or equivalent experience) • Strong background in UK trusts and estates • Solid technical private client tax knowledge, including anti‑avoidance • Experience with trust and IHT compliance • Confident managing HMRC enquiries and settlements • Strong advisory and technical writing skills • Proven people management and coaching experience • Commercially aware and client focused
🏖️ Benefits
• *
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