Tax Services Manager for Trusts and Estates

3 days ago


London, Greater London, United Kingdom Creative Tax Recruitment Full time

Discover a challenging role within the private client tax team of a respected mid-tier firm. As the Private Client Tax and Trust Manager, you will have the opportunity to directly impact the strategic direction and development of trust and estate services.

Key Responsibilities:
  • Lead Personal Tax Advisory Work: Oversee and enhance the delivery of personal tax advisory work, including drafting reports and leading client discussions.
  • Client Portfolio Management: Manage a client portfolio predominantly involving trusts and estates, addressing multiple sources of income and gains.
  • Effective Communication: Serve as the main point of contact for clients, effectively communicating complex tax technical information to non-experts.
  • Delivery of Advisory Assignments: Drive the delivery of one-off advisory and compliance assignments.
  • Mentorship and Training: Mentor and provide technical training to team members to foster their development and enhance team performance.
  • Process Improvements: Implement process improvements to increase efficiency within the team.

You will possess strong technical tax skills, with a strong background in capital gains tax, inheritance tax, and the UK tax return filing process. The team values professionals who are proactive about improving services and internal processes.

What We Offer:
  • A key role within a respected firm where your contributions have a visible impact.
  • The opportunity to work with high net-worth clients and professional advisors in a client-facing capacity.
  • Support for professional development and career progression within the firm.

We estimate the salary for this position to be around £60,000 - £80,000 per annum, depending on experience. If you are a motivated tax professional looking for a challenging role in a supportive environment, this is an excellent opportunity to make a significant impact.


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