Tax & Trusts Manager

Location: London
Job Type: Permanent | Hybrid Working
Salary: Competitive + Excellent Benefits

Tax & Trusts Manager – London

We are recruiting a Tax & Trusts Manager on behalf of a highly respected and growing accountancy practice in London.

This is an excellent opportunity for an experienced Private Client Tax Manager, Trust Tax Manager, or Tax Manager to join a specialist Private Client Tax team, managing a portfolio of trusts, estates, and high-net-worth individuals while delivering high-quality advisory and compliance services.

The Role

As a Tax & Trusts Manager, you'll manage a specialist portfolio of trusts, estates, and private clients, working closely with Partners and Directors to provide expert tax advice and exceptional client service.

Key responsibilities include:

• Managing a portfolio of trusts, estates, and high-net-worth clients
• Advising trustees, executors, and beneficiaries on complex tax matters
• Reviewing trust accounts and UK trust tax returns
• Providing Capital Gains Tax (CGT) and Inheritance Tax (IHT) planning advice
• Managing trust and estate compliance
• Handling HMRC enquiries and correspondence
• Preparing technical reports and advisory work
• Building strong relationships with clients and professional advisers
• Supporting the development of the Trusts & Estates service line
• Mentoring and developing junior team members

About You

You'll be CTA and/or STEP qualified (or possess equivalent experience) with previous experience gained within a UK accountancy practice.

You'll also have:

• Strong experience in UK Trusts & Estates Tax
• Excellent knowledge of Private Client Tax, Trust Tax, CGT, and IHT
• Experience managing trust and estate compliance
• Confidence dealing directly with HMRC
• Strong technical and advisory skills
• Excellent communication and client relationship management abilities
• Experience coaching and developing junior staff
• A proactive and commercially focused approach

What's on Offer

• Hybrid and flexible working
• Competitive salary and benefits package
• Specialist Trusts & Estates role
• Prestigious private client portfolio
• Advisory-focused work with excellent technical exposure
• Leadership and mentoring opportunities
• Ongoing professional development
• Clear career progression within a growing Private Client Tax team

Location

Based in London, with excellent transport links across Central London, Westminster, Kensington, Islington, Southwark, Camden, Canary Wharf, and surrounding areas.

Apply

For a confidential discussion or to apply, please contact Jack Wood:

📧 jack@oscar-wood.co.uk
📞 07817 796391