Tax Manager (Trusts and Estates)
Moore Kingston Smith
Tax Manager (Trusts and Estates)
Status
Live
Employment Type
Permanent
Work Arrangements
Hybrid
Salary
£67,000 – £72,000
About the Role
**Tax Manager
- Trusts & Estates**
Private Client Tax | Moore Kingston Smith
Location: West End or City, London
Working Pattern: Permanent, Full Time
Salary: £67,000
- £72,000 per year
Flexible Working: Hybrid working available
About the Opportunity
Moore Kingston Smith is seeking an experienced Tax Manager with a strong background in trusts and estates to join its expanding Private Client Tax team.
This is an excellent opportunity for a tax professional looking to take on a visible and influential role within a growing team. You will manage a diverse portfolio of trusts, estates, and high-net-worth individuals, while also providing leadership, guidance, and development support to junior colleagues.
As a key member of the team, you will be instrumental in delivering high-quality trust and estate tax advice, strengthening client relationships, supporting senior leadership on complex matters, and contributing to the continued development of the firm’s trusts and estates offering.
What You’ll Be Doing
In this role, you will take ownership of a broad and rewarding range of responsibilities across client service, advisory work, and team leadership.
Core Responsibilities
Manage a portfolio focused on trusts and estates
Serve as the primary point of contact for trustees, executors, beneficiaries, and professional advisers
Lead advisory assignments relating to trusts and estates, including the preparation of clear and well-structured written reports
Provide guidance on Capital Gains Tax (CGT) and Inheritance Tax (IHT) planning, including trusts and lifetime transfers
Oversee the preparation and review of trust accounts, as well as trust and estate tax returns
Monitor work in progress, billing, and timely delivery of client work
Support Partners and Directors on complex advisory matters and business development initiatives
Review the work of junior team members and provide coaching and mentoring
Identify and implement process improvements to enhance efficiency and service delivery
What We’re Looking For
We are looking for a technically strong and commercially aware tax professional who combines deep expertise in trusts and estates with excellent client relationship and team management skills.
Skills, Knowledge & Experience
CTA and/or STEP qualified, or able to demonstrate equivalent experience
Strong experience in UK trusts and estates
Excellent technical understanding of private client tax, including anti-avoidance rules
Proven background in trust and IHT compliance
Experience handling HMRC enquiries and settlements
Strong advisory capability and technical writing skills
Demonstrated ability to lead, manage, and develop junior team members
Commercially minded with a strong client-focused approach
Why Join Moore Kingston Smith?
This position offers the chance to step into a meaningful leadership role within a respected and growing Private Client Tax team. You’ll have the opportunity to work on complex and interesting matters, build strong client relationships, and help shape the future direction of the trusts and estates service line.
With the flexibility of hybrid working and the option to be based in either the West End or City office, this role combines professional challenge with a supportive and modern working environment.
At a Glance
Role: Tax Manager
Trusts & Estates
Department: Private Client Tax
Employment Type: Permanent, Full Time
Location: West End or City, London
Salary: £67,000
£72,000 per year
Working Style: Hybrid
Interested?
If you are an experienced private client tax professional with a passion for trusts and estates and a desire to lead, develop others, and make a real impact, this could be an excellent next step in your career.
For full details of the role, please download the complete job description.
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About the Employer
Moore Kingston Smith
Mid-Tier · Accounting Practice
Moore Kingston Smith is a leading UK firm providing audit, tax, and advisory services, focusing on both private clients and businesses. They are known for their expertise in trusts and estates, tax planning, and delivering high-quality financial advice.
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