Tax & Trusts Manager– London
London
Hybrid & Flexible Working
Competitive Salary + Benefits
We're recruiting a Tax & Trusts Manager on behalf of a highly respected and growing accountancy and business advisory firm in London. This is an excellent opportunity for an experienced private client tax professional with expertise in trusts and estates to join a specialist team, managing a prestigious portfolio of clients while delivering high-quality advisory and compliance services.
This role is ideal for an established Tax Manager or an ambitious Assistant Manager looking to specialise further in trusts and estates while taking on greater client responsibility and leadership opportunities.
The Role
As a Tax & Trusts Manager, you will play a key role within the Private Client Tax team, managing a diverse portfolio of trusts, estates, high-net-worth individuals, and their beneficiaries.
Working closely with Partners and Directors, you will lead the delivery of both advisory and compliance services, ensuring clients receive commercially focused and technically robust advice across a broad range of private client tax matters.
Your responsibilities will include:
- Managing a portfolio of trusts, estates, and high-net-worth private clients
- Advising trustees, executors, and beneficiaries on complex tax matters
- Leading trust and estate advisory projects
- Reviewing trust accounts and UK trust tax returns
- Providing advice on Capital Gains Tax and Inheritance Tax planning
- Managing trust and estate compliance, ensuring deadlines are met
- Handling HMRC enquiries and correspondence
- Preparing technical reports and written tax advice
- Acting as the primary point of contact for clients and professional advisers
- Monitoring portfolio performance and ensuring work is delivered efficiently
Alongside your client work, you will help shape the firm's Trusts & Estates offering by identifying process improvements and supporting the continued growth of the team.
You will also mentor and develop junior team members, providing technical guidance, reviewing work, supporting appraisals, and helping to maintain high technical standards across the department.
About You
You will be CTA and/or STEP qualified, or possess equivalent experience gained within a UK accountancy practice or private client tax environment.
You'll have strong technical expertise across UK trusts and estates taxation, together with the confidence to manage complex client relationships and deliver practical, commercially focused advice.
You'll demonstrate:
- CTA and/or STEP qualification (or equivalent experience)
- Strong experience advising on UK trusts and estates
- Excellent technical knowledge of Private Client Tax, Capital Gains Tax, and Inheritance Tax
- Experience managing trust and estate compliance
- Confidence handling HMRC enquiries and settlements
- Strong advisory, report writing, and technical communication skills
- Experience mentoring and developing junior team members
- Commercial awareness with a proactive, client-focused approach
- Excellent organisational and relationship management skills
You are technically strong, commercially minded, and passionate about delivering exceptional client service while helping to develop a growing specialist tax team.
What's on Offer
- Hybrid and flexible working arrangements
- Specialist Trusts & Estates role with significant advisory exposure
- High-quality portfolio of trusts, estates, and private clients
- Leadership and mentoring opportunities
- Ongoing technical and professional development
- Clear career progression within a growing Private Client Tax team
- Supportive and collaborative working environment
- Competitive salary and comprehensive benefits package
Location
London
Easily commutable from Central London, Westminster, Kensington, Islington, Southwark, Camden, Canary Wharf, and surrounding areas.
Apply
For a confidential discussion or to apply, contact Jack Wood at jack@oscar-wood.co.uk or 07817 796391.