Tax Manager (Trusts and Estates)

Moore Kingston Smith

Job Location:

London - UK

Yearly Salary: £ 67000 - 72000

Posted on: 12 hours ago

Vacancies: 1 Vacancy

Job Summary

Were 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 highnetworth individuals alongside oversight and development of a team of junior staff.

Youll 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 estatesfocused 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 and Expertise

CTA and/or STEP qualified (or equivalent experience)
Strong background in UK trusts and estates
Solid technical private client tax knowledge including antiavoidance
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

Required Experience:

Manager

Were 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 highnetworth individuals alongside oversight and development of a te...