Posted 3 months ago
Tax Manager (Trusts and Estates)
LondonHybrid
AI Summary
A Tax Manager (Trusts and Estates) leads a portfolio of trust and estate clients and a junior team, providing technical tax advice, managing compliance and returns, and supporting business development.
About this role
We’re looking for an experienced Tax Manager with a strong trusts and estates background to join our 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 our City or West End office, with hybrid working available.
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 our City or West End office, with hybrid working available.
Key Responsibilities
- 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
Skills, Knowledge & Expertise
- 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
For full details of the role, please download the full job description.
Benefits
Skills
Anti-avoidanceBillingCTAHMRC EnquiriesPrivate Client TaxSTEPTrust AccountsTrust And IHT ComplianceUK Trusts And EstatesWIP Management
Explore related jobs
More jobs at Moore Kingston Smith
Jobs in London
Senior Onsite IT Engineer (Wandsworth)eduthing · London Borough of Wandsworth, Greater London
Global Change FacilitatorBioPhorum · London, Greater London
Sr Backend EngineerParser Limited · City of London, UK#UK
Lead Project Manager for Offshore Wind (UK)Wood Thilsted · London, Greater London
Regional Procurement Manager (EMEA)SailGP · London, Kensington and Chelsea
Deputy General ManagerRhodium RH-45- · London, United Kingdom
Browse these categories
Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.