Trusts + Estates Tax Manager | Top 10 Firm | London
Are you a technical specialist in fiduciary taxation looking to lead a dedicated portfolio within a premier London tax team? Are you ready to take a central role in delivering complex advice to trustees and high-net-worth families while shaping the strategic growth of an established trusts and estates offering?
About the Firm
This Top 10 Firm is a leading multi‑disciplinary advisory practice with a reputation for deep technical expertise and a collaborative, listening‑based culture. With a significant presence across London’s City and West End, the firm operates at the heart of the private client sector, offering the reach of a global network combined with the agility and personal touch of a partner‑led advisory firm. They are uniquely positioned to support high‑net‑worth individuals and complex estates, providing an environment where technical excellence is both valued and rewarded.
Responsibilities
- Act as the primary technical contact for a diverse portfolio of domestic and international trusts and estates.
- Provide high‑level advisory services, including the drafting of comprehensive technical reports for executors and beneficiaries.
- Advise on complex Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning, including lifetime transfers and trust restructuring.
- Lead the technical delivery of trust accounts and trust/estate tax returns, ensuring seamless compliance and reporting.
- Support Partners and Directors with business development and the continued expansion of the firm’s fiduciary tax services.
As a Trusts + Estates Tax Manager you will:
- Manage the commercial performance of your portfolio, including WIP, billing, and the management of project deadlines.
- Mentor and coach junior staff, reviewing their technical output and supporting their professional development toward CTA or STEP qualifications.
- Confidently manage and negotiate HMRC enquiries and technical settlements on behalf of clients.
- Drive departmental efficiency by identifying and implementing process improvements in trust administration and reporting.
- Build and maintain strong relationships with external advisers, including solicitors and investment managers.
What You’ll Receive
- 2-3 days per week hybrid working.
- 25 days annual leave.
- Private medical care.
- Performance‑related bonus scheme.
- Enhanced parental leave (up to 22 weeks full pay).
- Professional membership fees (CTA/STEP) paid by the firm.
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