Tax Manager, Trusts & Estates

Tax Manager – Trusts & Estates

Location: City of London or West End

Workplace: Hybrid

Salary: £67,000 – £72,000

A respected and expanding UK advisory and accountancy group is looking for an experienced Tax Manager (Trusts & Estates) to join its growing Private Client Tax team. This leadership role offers responsibility for a varied portfolio of trusts, estates and high-net-worth individuals, together with oversight and development of junior team members in a supportive, collaborative environment.

You’ll lead high-quality trust and estate advisory work, build long-term client relationships, support Partners and Directors on complex matters, and help shape the future of the firm’s trusts and estates offering.

About the firm

This organisation is a leading national multi-disciplinary advisory, tax and audit group, recognised for its people-first culture, technical excellence and commitment to creating positive impact for clients and communities. With strong London and regional teams and the support of a global network, it combines local insight with international perspective.

The group is known for:

• A collaborative, inclusive culture and modern flexibility


• Significant growth across private client and advisory services


• High technical standards delivered with clarity and care


• Strong investment in learning, leadership and progression

You will manage a trusts and estates-focused portfolio while acting as a trusted adviser to trustees, executors, beneficiaries and professional intermediaries. The work blends advisory and compliance, with visibility across complex, high-value matters.

Key responsibilities include:

• Managing a varied portfolio of trusts, estates and HNWIs


• Acting as main contact for trustees, executors, beneficiaries and advisers


• Leading trust and estate advisory projects and producing clear 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 and client initiatives


• Reviewing work and mentoring junior team members


• Driving process improvements and operational efficiency

You’re a technically strong private client specialist with deep trusts and estates experience, proven leadership capability and excellent client skills.

We’re looking for someone with:

• CTA and/or STEP qualification (or equivalent experience)


• A strong background in UK trusts and estates work


• Broad private client tax knowledge, including anti-avoidance


• Experience in trust and IHT compliance and reporting


• Confidence managing HMRC enquiries and settlements


• Excellent advisory and technical report-writing skills


• Proven people management and coaching experience


• Commercial awareness and a client-focused, solutions-led approach

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