US UK Tax Trusts Manager

JAM Recruitment Ltd; Greater London; Hybrid; GBP 70,000 - 110,000; Full time

Job summary

JAM Recruitment Ltd. is recruiting for a US/UK Tax Manager specializing in Trusts & Family Wealth in London. You will advise on US/UK trust and estate tax matters, manage client relationships and contribute to cross-border tax planning.

The role offers a hybrid/remote UK-wide working pattern with opportunities to lead and develop a team, and to progress toward senior leadership within the department.

Qualifications

• Experience in US/UK trust and estate tax matters.
• Strong client-handling and advisory skills.
• Line management and mentoring experience.

Responsibilities

• Manage a comprehensive client portfolio across US and UK trust and estate tax matters.
• Review technical work, research complex issues and translate findings into practical advice.
• Build trusted client relationships and ensure work, deadlines and expectations are met.
• Line-manage junior colleagues, deliver appraisals and develop their skills.
• Support departmental work planning, monitor delivery against targets and identify improvements.
• Collaborate with senior colleagues to deliver team objectives and contribute to the wider business.

Skills

US/UK tax concepts

Education

US/UK tax qualifications (EA/ATT/CTA/STEP)

Job description

US/UK Tax Manager - Trusts & Family Wealth

Job Type: Permanent

Location: London / UK-wide (Hybrid/Remote)

Salary: Negotiable + Bonus + Benefits

Complex cross-border work, meaningful client relationships and a supported route towards senior leadership. This US/UK Tax Manager role offers the scope to manage a varied portfolio of US-connected clients while developing your expertise in trusts, estates and family wealth.

The Role:

Joining the Trust and Family Wealth team, you will advise US-connected clients with income and assets held in trusts and estates. The work calls for both technical judgement and sensitivity: understanding the tax position is important, but so is explaining it clearly and building confidence with clients.

Alongside responsibility for your own portfolio, you will help manage the department's workload, develop junior colleagues and contribute to the wider team's operational and commercial performance.

Your responsibilities will include:

• Managing a comprehensive client portfolio, coordinating compliance and advisory work across US and UK trust and estate tax matters.
• Reviewing technical work, researching complex issues and translating findings into practical advice.
• Building trusted client relationships and keeping work, deadlines and expectations on track.
• Line-managing junior colleagues, delivering appraisals and developing their technical and client-handling skills.
• Supporting departmental work planning, monitoring delivery against performance targets and identifying more effective ways of working.
• Working with senior colleagues to deliver the team's objectives and contribute to the wider business.

The Person:

You will bring a solid foundation in US/UK trust and estate tax concepts, excellent client-handling skills and the judgement to manage technically complex, often sensitive matters.

You are likely to be an established manager or an experienced tax professional close to promotion, ready to take greater ownership of client work and people development.

Dual US/UK qualifications, drawing on credentials such as EA, ATT, CTA or STEP, are normally essential. Exceptional candidates qualified in either the US or the UK may also be considered.

Clearly defined career pathways are supported by year-round technical training and CPD support, tailored on-the-job learning, senior management mentoring and personal coaching. For those with the ambition, development can be tailored towards Director or Partner progression.