Tax Services Manager for Trusts and Estates

1 month 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.



  • London, Greater London, United Kingdom Pro-Tax Full time

    Private Client Tax - Trust Manager RoleWe are seeking an experienced Tax Manager to join our Private Client Tax team, specializing in trusts and estates.The ideal candidate will have a strong technical background in UK trust account preparation, inheritance tax accounts/computations, and personal tax anti-avoidance legislation.About the Role:Manage a client...

  • Tax Manager

    4 weeks ago


    London, Greater London, United Kingdom Pro-Tax Full time

    About the RoleWe are seeking an experienced Tax Manager to join our private client team in London, focusing on trusts and estates. The ideal candidate will have a strong background in accountancy or tax qualification such as CTA, ACA, or TEP.Key Responsibilities:Manage a portfolio of trusts and tax compliance clientsProvide ad hoc planning and advisory...

  • US Tax Director

    8 hours ago


    London, Greater London, United Kingdom Pro-Tax Full time

    Pro-Tax is a leading firm offering expert tax advisory services. We are currently seeking a US Tax Director - Trusts & Estates Leader to join our team in London.This is an excellent opportunity to lead a dual handling trusts and estates tax specialist team at the Director level, providing proactive advisory solutions to high net worth individuals and their...


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

    We are seeking an experienced Trusts and Estates Specialist to join our team at Creative Tax Recruitment. In this role, you will be responsible for preparing returns and accounts for client trusts and estates, as well as advising clients on winding up their trusts.You will also be involved in tax payment management and income distribution among...


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

    About This OpportunityWe are seeking a seasoned tax professional to join our private client team as a Private Client Trust and Tax Manager.This is a key role where you will have the opportunity to directly impact the strategic direction and development of trust and estate services, working with a diverse portfolio of individual clients.

  • Estate Tax Advisor

    3 weeks ago


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

    Creative Tax Recruitment is currently recruiting for an Estate Tax Advisor. This is a unique opportunity to work with a reputable company and contribute to the success of our team.In this role, you will be responsible for preparing returns and accounts for client trusts and estates, as well as advising clients on winding up their trusts. You will also be...

  • US/UK Tax Director

    4 weeks ago


    London, Greater London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    This is a fantastic opportunity to join our leading US/UK tax team, who are looking for a dual trusts and estates tax specialist at the Director level. The successful candidate will have in-depth experience working with families on dual US/UK succession planning, including advising on trusts, alternate structuring, and estates.We require someone with a...


  • London, Greater London, United Kingdom Pro-Tax Full time

    Job OverviewWe are seeking a highly skilled C Corporate Tax Manager - Real Estate Expertise to join our team at Pro-Tax. The ideal candidate will have a strong understanding of real estate taxation and experience in corporate tax.About the JobThe successful candidate will be responsible for providing tax compliance support to clients, ensuring they comply...


  • London, Greater London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Job DescriptionWe are seeking a skilled Compliance Manager - Real Estate Tax to join our team at PRO-TAX RECRUITMENT LIMITED.This is an exciting opportunity to work with a variety of clients, including Real Estate investors and Private Equity funds, REITs, Sovereign Wealth funds, and Family Offices of High Net Worth individuals. You will be responsible for...


  • London, Greater London, United Kingdom Pro-Tax Full time

    Job Title: Senior Taxation Specialist - Trusts and EstatesLocation: LondonWe are seeking a highly skilled and experienced Senior Taxation Specialist to join our US/UK tax team. As a key member of our team, you will be responsible for providing expert advice on trusts and estates taxation matters.About the Role:This is an exciting opportunity to work with a...

  • Compliance Manager

    3 weeks ago


    London, Greater London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    About the RoleWe are seeking a talented Compliance Manager - Real Estate Tax to join our team at PRO-TAX RECRUITMENT LIMITED.In this role, you will be responsible for developing strong relationships with clients, becoming a trusted advisor and building an understanding of how different types of Real Estate businesses and structures operate. You will also...


  • London, Greater London, United Kingdom Pro-Tax Full time

    Job DescriptionWe are seeking a skilled UK Direct Tax Compliance Professional to join our team at Pro-Tax. The ideal candidate will have experience in corporate tax and a strong understanding of real estate taxation.About the RoleThe successful candidate will be responsible for providing tax compliance support to clients, ensuring they comply with their UK...


  • London, Greater London, United Kingdom ProTalent Limited Full time

    We are looking for a Trusts and Estates Manager to join ProTalent Limited's successful team in London. The estimated salary for this role is £70,000 - £90,000 per annum.The ideal candidate will have experience in working with trusts, estate planning, and probate workflow, and be able to manage specific trusts, estates, and probate workflow directly with...


  • London, Greater London, United Kingdom Noble Legal Limited Full time

    Job DescriptionThe Trust and Estate Manager will be responsible for advising resident and non-resident individuals and trustees on UK tax legislation affecting their investments.This includes pre-immigration and emigration planning, trust creation and distribution strategies, tax efficient asset structuring, and estate and tax planning associated with...


  • London, Greater London, United Kingdom Pro-Tax Full time

    CORPORATE TAX PROFESSIONALS - Real Estate/Property/ConstructionV. competitive salary plus bonus (approximately £120,000)We are seeking a highly skilled Corporate Tax Manager to join our growing Real Estate business tax team.Key responsibilities include managing and developing corporate tax strategies for clients across the UK.Requirements:ACA or CTA...


  • London, Greater London, United Kingdom Ashdown Group Full time

    Job DescriptionA leading global law firm seeks a Senior Trusts and Estates Tax Specialist to join their prestigious Tax, Trusts and Succession group based in Cheltenham. This hybrid role (3 days in the office, 2 days work from home) offers a competitive salary of up to £65,000 depending on experience.Broad experience in trust/estate administration and tax...


  • London, Greater London, United Kingdom Austen Lloyd Ltd. Full time

    We are seeking an experienced Trust Manager to join our Private Client team at Austen Lloyd Ltd., a well-established Legal 500 law firm in Hertfordshire.About the RoleYou will be responsible for managing a diverse range of trusts, ensuring compliance with legal and tax requirements, and providing clear advice to stakeholders.Collaboration with the Private...


  • London, Greater London, United Kingdom Wedlake Bell LLP Full time

    About the RoleWedlake Bell LLP is seeking an experienced Assistant Trust and Estate Manager to join our Private Client team. This is a fantastic opportunity for someone with a background in trust and estate administration to contribute to the success of our niche practice.Key Responsibilities:Manage and administer routine client trusts and estates, ensuring...

  • Tax Senior Manager

    3 weeks ago


    London, Greater London, United Kingdom Pro-Tax Full time

    Real Estate Tax SpecialistCORPORATE & REAL ESTATE TAX MANAGERS & SENIOR MANAGERSLONDON - HYBRID WORK MODELV. Competitive £80,000 to £120,000 plus benefits and bonus opportunitiesWe are seeking experienced Tax Managers (and ambitious Associates) and Senior Managers with strong UK corporate tax experience to join our business tax team in London.To succeed in...


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

    We are seeking a highly motivated Senior Trust Administrator to join our team at Creative Tax Recruitment. In this role, you will be responsible for preparing returns and accounts for client trusts and estates, as well as advising clients on winding up their trusts.You will also be involved in tax payment management and income distribution among...