Tax Manager (Trust and Estates)

Overview

In this role you will lead a trusts and estates portfolio within the Private Client Tax team, delivering high‑quality advice to high‑net‑worth clients while developing the offering and mentoring junior staff. You’ll manage client relationships, support Partners on complex matters, and drive improvements in service delivery and efficiency. The position offers hybrid working from City or West End, with opportunities to shape the trusts and estates practice. This is a leadership role focused on growth, technical excellence and client service.

Responsibilities

• Manage a trusts and estates‑focused client portfolio
• Serve as main contact for trustees, executors, beneficiaries and advisers
• Lead trust and estate advisory work, including written reports
• Advise on CGT and IHT planning, including trusts and lifetime transfers
• Oversee trust accounts and trust/estate tax returns
• Manage WIP, billing and delivery against deadlines
• Support Partners with business development
• Review work and mentor junior team members
• Drive process improvements and efficiency

Key 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

• client focus
• strong written communication
• leadership and mentoring
• trusts and estates tax
• IHT planning
• CGT planning

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