Tax Manager (Trusts) – London
London
Hybrid Working
Competitive Salary + Benefits
We are recruiting a Tax Manager with strong trusts and estates experience to join a growing and highly regarded Private Client Tax team based in London. This is an excellent opportunity for an experienced private client tax professional to take ownership of a specialist portfolio while playing a key leadership role within a collaborative and forward-thinking firm.
The role offers a strong combination of trust and estate advisory work, client relationship management, team leadership, and business development exposure, making it ideal for someone looking to further develop their specialist expertise within a high-quality private client environment.
The Role
As a Tax Manager within the Trusts & Estates team, you will manage a varied portfolio of trusts, estates, and high-net-worth individuals, acting as the main point of contact for trustees, executors, beneficiaries, and professional advisers.
You will lead the delivery of trust and estate advisory work, including the preparation of technical reports and advice across Capital Gains Tax and Inheritance Tax planning matters, trusts, lifetime transfers, and succession planning.
The role will also involve overseeing trust accounts, trust and estate tax returns, and ensuring all compliance work is completed accurately and within deadlines.
Alongside managing client relationships, you will support Partners and Directors on complex advisory matters while helping shape and develop the wider trusts and estates offering within the firm.
You will take responsibility for managing WIP, billing, and portfolio profitability, while also supporting business development initiatives and identifying opportunities to further support clients.
The position will also involve reviewing the work of junior team members, providing coaching, mentoring, and technical guidance to support their development and progression.
In addition, you will contribute to process improvement initiatives, helping drive efficiency and best practice across the team.
This is an excellent opportunity for an ambitious trusts and estates specialist seeking a visible and influential role within a growing private client tax team.
About You
You will have strong experience gained within a UK accountancy practice or private client tax environment, with a specialist focus on trusts and estates work.
CTA and/or STEP qualification, or equivalent experience, is essential.
You will possess strong technical knowledge across UK trusts and estates taxation, including Capital Gains Tax, Inheritance Tax, trust compliance, and anti-avoidance legislation.
Experience managing HMRC enquiries, settlements, and complex advisory matters is highly desirable.
You will be a confident communicator with strong technical writing skills and the ability to build trusted relationships with clients and professional advisers alike.
Previous experience managing and mentoring junior team members is essential, alongside a proactive, commercial, and client-focused approach.
What’s on Offer
Hybrid and flexible working
Exposure to complex trusts and estates advisory work
Strong focus on professional development and progression
Supportive and collaborative team culture
Leadership and mentoring responsibility
Client-facing advisory exposure
Competitive salary and benefits package
Location
London
Easily commutable from Central London, Wimbledon, Croydon, Watford, Romford and surrounding areas
Apply
For a confidential discussion or to apply, please contact Jack Wood on jack@oscar-wood.co.uk or 07817 796391.