Trusts and Estates Tax Manager

Trusts & Estates Tax Manager | Top 10 Firm | London

Are you a technical specialist in fiduciary taxation looking to lead a dedicated portfolio within a premier London tax team? Are you ready to take a central role in delivering complex advice to trustees and high-net-worth families while shaping the strategic growth of an established trusts and estates offering?

About the Firm This Top 10 Firm is a leading multi-disciplinary advisory practice with a reputation for deep technical expertise and a collaborative, listening-based culture. With a significant presence across London’s City and West End, the firm operates at the heart of the private client sector, offering the reach of a global network combined with the agility and personal touch of a partner-led advisory firm. They are uniquely positioned to support high-net-worth individuals and complex estates, providing an environment where technical excellence is both valued and rewarded.

Responsibilities

• Act as the primary technical contact for a diverse portfolio of domestic and international trusts and estates.


• Provide high-level advisory services, including the drafting of comprehensive technical reports for executors and beneficiaries.


• Advise on complex Inheritance Tax (IHT) and Capital Gains Tax (CGT) planning, including lifetime transfers and trust restructuring.


• Lead the technical delivery of trust accounts and trust/estate tax returns, ensuring seamless compliance and reporting.


• Support Partners and Directors with business development and the continued expansion of the firm’s fiduciary tax services.

As a Trusts & Estates Tax Manager you will:

• Manage the commercial performance of your portfolio, including WIP, billing, and the management of project deadlines.


• Mentor and coach junior staff, reviewing their technical output and supporting their professional development toward CTA or STEP qualifications.


• Confidently manage and negotiate HMRC enquiries and technical settlements on behalf of clients.


• Drive departmental efficiency by identifying and implementing process improvements in trust administration and reporting.


• Build and maintain strong relationships with external advisers, including solicitors and investment managers.

What You’ll Receive

• 2–3 days per week hybrid working.


• 25 days annual leave.


• Private medical care.


• Performance-related bonus scheme.


• Enhanced parental leave (up to 22 weeks full pay).


• Professional membership fees (CTA/STEP) paid by the firm.

At Austin Rose, we specialise in Public Practice recruitment and use our market insight to support professionals in securing roles aligned with their long-term ambitions.

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