Law Staff Limited
Are you a Trust and Tax professional looking to join a highly regarded firm offering a competitive salary, 25 days’ holiday plus purchase options, private medical insurance, pension, performance bonus, hybrid working and more? This is an excellent opportunity to join an award-winning Private Client team working with high-net-worth individuals and complex trust and tax matters.
About the Firm:
• Highly respected firm named as one of The Times’ Best Law Firms • Renowned for private client, property and family law expertise • Acts for high-net-worth individuals, trusts, charities and businesses • Collaborative culture with high-quality, engaging work
Trust and Tax Manager — Position Overview:
You will join a specialist Private Client team, managing trust accounts and tax matters for a portfolio of high-net-worth clients. This role offers exposure to complex work within a collaborative environment, without line management responsibility.
Key Responsibilities of the Trust and Tax Manager:
• Preparing self-assessment income tax returns and CGT returns for trusts, estates and individuals • Preparing annual trust accounts and managing compliance matters • Handling inheritance tax returns including 10-year and exit charges • Liaising with HMRC and arranging tax payments • Managing FATCA and CRS compliance • Registering and maintaining trusts on HMRC’s trust register • Liaising with trustees, beneficiaries and professional advisers • Attending trustee meetings where appropriate • Monitoring deadlines and key dates • Supporting the overall delivery of private client services
Requirements of the Trust and Tax Manager:
• Minimum 3 years’ experience in trust accounting and tax • Strong experience preparing trust accounts and tax returns • Excellent analytical and communication skills • Advanced Excel skills and strong Microsoft Word knowledge • Experience with CCH tax and accounting systems desirable • ATT or CTA qualification advantageous • Highly organised with strong attention to detail • Ability to manage a busy workload and meet deadlines
The Benefits for the Trust and Tax Manager role:
• Competitive salary (DOE) • 25 days’ holiday plus purchase options • Hybrid working (after onboarding period) • Private Medical Insurance and health cash plan • Pension and life assurance • Performance bonus and commission on new business • Ongoing training and career development • Inclusive culture with strong work-life balance focus • And more
If you are a Trust and Tax Manager looking to join a leading Private Client team, apply today. Alternatively, contact Shabir at Law Staff Limited quoting reference BH-37719
PLEASE CHECK YOUR EMAIL (INCLUDING SPAM FOLDER) FOR CONFIRMATION THAT YOUR APPLICATION HAS BEEN RECEIVED.
In accordance with The Conduct of Employment Agencies and Employment Businesses Regulations 2003.
To apply for this job please visit www.reed.co.uk.
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