Tax Manager (Trusts & Estates)

Walker Lovell Ltd; West End; Hybrid; GBP 67,000 - 72,000; Full time

Benefits offered by this job

25 days annual leave

Private medical insurance

Life assurance

Income protection

Flexible wellbeing benefits

Job summary

Walker Lovell Ltd in London is seeking an experienced trusts and estates professional to join our growing private client team, focusing on complex UK trusts and high-net-worth individuals. You will manage an established portfolio, delivering compliance and advisory work, and work closely with Partners on complex matters.

This is a hybrid role with senior leadership collaboration and opportunity to influence the practice's development.

Qualifications

• CTA, STEP or another professional qualification.
• Strong experience advising on UK trusts and estates, including trust accounts preparation.
• Good technical private client tax knowledge, including inheritance tax and capital gains tax.
• Experience delivering advisory work alongside trusts and estates compliance.
• Exposure to non-UK resident trusts or internationally based high-net-worth individuals is desirable.
• Proven experience managing client portfolios, reviewing work and developing junior team members.
• Confidence building relationships with clients and professional advisers.

Responsibilities

• Manage a portfolio focused predominantly on complex UK trusts, estates and high-net-worth individuals.
• Deliver both compliance and specialist advisory work across trusts and estates, including trust accounts, inheritance tax, capital gains tax and wider private client matters.
• Act as a key technical contact for trustees, executors, beneficiaries and professional advisers.
• Work closely with Partners and Directors on complex advisory matters and new client opportunities.
• Identify opportunities to strengthen client relationships and introduce relevant expertise from across the wider business.
• Review work and mentor junior colleagues, supporting their technical and professional development.
• Contribute ideas to improve the efficiency and continued development of the trusts and estates offering.

Skills

Trusts & estates expertise

Portfolio management

Mentoring juniors

Education

CTA or STEP qualification

Job description

Location: West End, London (City office also available)

Hybrid: 3 days per week in the office

What’s in it for you?

If you’re looking for more than another Trust Manager role, this is an opportunity to become an influential member of a growing specialist practice.

You’ll inherit an established portfolio from day one, working directly alongside an experienced Partner on complex trusts, estates and private client matters. With increasing demand for specialist trusts advice across the wider business, you’ll also have the opportunity to help shape how the offering develops as it continues to grow.

• Inherit an established portfolio from day one – no need to build a client base from scratch
• Direct access to Partner-level leadership and technically complex advisory work
• Play an influential role in the continued development of a growing trusts and estates offering
• Opportunity to contribute to new client opportunities and relationships across the wider firm
• Hybrid working – 3 days per week in the office

Additional benefits

• Salary of £67,000 – £72,000
• 25 days’ annual leave plus Christmas closure
• Private medical insurance, life assurance and income protection
• Flexible wellbeing and lifestyle benefits

Why this business?

This is an established multidisciplinary professional services firm with a highly regarded private client practice, advising high-net-worth individuals, trustees, executors and family wealth structures.

The trusts and estates offering is benefiting from increasing demand and referrals from across the wider business, creating a strong pipeline of specialist work. The breadth of the firm also gives the team access to expertise across complementary areas when supporting more complex client matters.

This isn’t simply an opportunity to service an existing portfolio. You’ll become an important part of the next stage of the practice’s development, working closely with senior leadership on existing clients, new opportunities and relationships across the wider firm while continuing to deepen your own technical expertise.

What you’ll be doing

• Manage a portfolio focused predominantly on complex UK trusts, estates and high-net-worth individuals
• Deliver both compliance and specialist advisory work across trusts and estates, including trust accounts, inheritance tax, capital gains tax and wider private client matters
• Act as a key technical contact for trustees, executors, beneficiaries and professional advisers
• Work closely with Partners and Directors on complex advisory matters and new client opportunities
• Identify opportunities to strengthen client relationships and introduce relevant expertise from across the wider business
• Review work and mentor junior colleagues, supporting their technical and professional development
• Contribute ideas to improve the efficiency and continued development of the trusts and estates offering

What you’ll bring

• CTA, STEP or another relevant professional qualification
• Strong experience advising on UK trusts and estates, including trust accounts preparation
• Good technical private client tax knowledge, including inheritance tax and capital gains tax
• Experience delivering advisory work alongside trusts and estates compliance
• Ideally, exposure to non-UK resident trusts or internationally based high-net-worth individuals, although particularly deep technical trusts experience will also be considered
• Proven experience managing client portfolios, reviewing work and developing junior team members
• Confidence building relationships with clients and professional advisers

These requirements retain the technical bar in the client's specification while reflecting that MKS accepts CTA, STEP or another professional qualification, and treats non-UK resident trust experience as desirable.

Who this suits

You’re an experienced trusts and estates professional who enjoys technically challenging work and wants to remain close to specialist advisory matters rather than moving into a broad generalist role.

You may already be operating at Manager level, or be ready to take on greater ownership of client relationships and junior colleagues. What matters is that you have strong trusts and estates expertise and want an environment where you can deepen that specialism while gaining greater influence over how the practice develops.