Senior Trust and Tax Manager

Tier 1 - Tax and Trusts Manager

Location: Central London - hybrid

Salary: DOE

Join a Top-tier Legal 500 firm in London dealing with complex trusts and tax structures.

• Managing a varied and technically complex portfolio of UK and offshore trusts, estates and private wealth structures, ensuring efficient administration and compliance
• Advising on UK tax implications for trusts and high-net-worth individuals, including IHT, CGT and income tax planning opportunities
• Overseeing trust accounts, tax returns and reporting obligations, liaising with external advisers and fiduciaries where required
• Supporting partners and senior lawyers on sophisticated wealth structuring, succession planning and multi generational family governance matters
• Acting as a key point of contact for trustees, beneficiaries and family offices, delivering clear and commercially focused advice
• Collaborating closely with legal, tax, family and corporate specialists to provide an integrated private wealth service
• Driving proactive matter management, including budgeting, WIP control and achievement of financial targets
• Contributing to business development, client relationship management and thought leadership within the private wealth and fiduciary space
• Supervising and mentoring junior team members and assisting with workflow management and technical development

• CTA / STEP qualified (or equivalent) with substantial experience in trust taxation and private wealth gained within a leading professional services or legal environment
• Strong technical expertise across UK trust taxation, estate administration and fiduciary accounting, with exposure to international structures
• Experience advising high-net-worth individuals, trustees, family offices and entrepreneurial families
• Commercially minded with excellent organisational skills and a proactive approach to client service and relationship management
• Confident communicator with the ability to translate complex tax issues into practical guidance
• A collaborative team player with experience supervising junior professionals

• Competitive salary with discretionary bonus
• Hybrid working model with genuine flexibility and agile culture
• Generous annual leave entitlement with additional festive closure
• Private medical insurance and comprehensive wellbeing support
• Enhanced pension contribution and life assurance
• Ongoing professional development with support for STEP, CTA and specialist training
• Exposure to high-quality international work within a collaborative private wealth platform
• Clear progression pathway within a well-resourced and growing team
• Strong administrative, accounting and knowledge support infrastructure

If this sounds like the right opportunity for you, apply today or contact me using the details below for a confidential conversation:

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