Trust and Tax Manager

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

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