Insite Group
Trusts & Estates Tax Manager
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Job Title: Private Client Tax Manager - Trusts & Estates
Location: City of London (2 days in the office, 3 days from home)
Salary: £67,000 - £72,000 + benefits package!
The Role:
My client is looking for an experienced Private Client Tax Manager with a strong trusts and estates background to join their growing Private Client Tax team. This is a key leadership role, offering responsibility for a varied portfolio of trusts, estates and high-net-worth individuals, alongside oversight and development of a team of junior staff.
You'll play a central role in delivering high quality trust and estate tax advice, leading client relationships, supporting Partners and Directors on complex matters, and helping shape and develop the trusts and estates offering within the firm. This role can be based in either in their City or West End office, with hybrid working options available. The role entails the following day-to-day activities:
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- Managing a trusts and estates-focused client portfolio
- Acting as the main contact for trustees, executors, beneficiaries and advisers
- Leading trust and estate advisory work, including 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
- Reviewing work and mentoring junior team members
- Driving process improvements and efficiency
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The Individual:
- 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
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