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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