Key Responsibilities

• Managing a trusts and estates‑focused 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 anti‑avoidance
• 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

About [Employer hidden — sign up to reveal]

At [Employer hidden — sign up to reveal], we believe in the potential of people to make a positive impact, fuelled by the power of genuine understanding. Working with small, medium and large clients, we are a multi-disciplinary advisory, tax and audit firm with expertise across multiple sectors, uniquely positioned to help people realise their ambitions. Our London and regional teams deliver quality results locally and nationally, and worldwide alongside the Moore Global network. Through respect, collaboration and active listening, understanding is at the heart of everything we do with our clients, colleagues and communities. We value people and projects that promote positive change for the future. Come and join us to make a difference.

Benefits

Details not provided in the main description; refer to the full job description attached.