About the Role
Are you a Trust & 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.<br> <br> <strong>About the Firm:<br><br></strong><strong></strong><br> • Highly respected firm named as one of The Times’ Best Law Firms<br> • Renowned for private client, property and family law expertise<br> • Acts for high-net-worth individuals, trusts, charities and businesses<br> • Collaborative culture with high-quality, engaging work<br> <br> <strong>Trust & Tax Manager — Position Overview:<br></strong><strong></strong><br> 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.<br> <br> <strong>Key Responsibilities of the Trust & Tax Manager:<br><br></strong><strong></strong><br> • Preparing self-assessment income tax returns and CGT returns for trusts, estates and individuals<br> • Preparing annual trust accounts and managing compliance matters<br> • Handling inheritance tax returns including 10-year and exit charges<br> • Liaising with HMRC and arranging tax payments<br> • Managing FATCA and CRS compliance<br> • Registering and maintaining trusts on HMRC’s trust register<br> • Liaising with trustees, beneficiaries and professional advisers<br> • Attending trustee meetings where appropriate<br> • Monitoring deadlines and key dates<br> • Supporting the overall delivery of private client services<br> <br> <strong>Requirements of the Trust & Tax Manager:<br><br></strong><strong></strong><br> • Minimum 3 years’ experience in trust accounting and tax<br> • Strong experience preparing trust accounts and tax returns<br> • Excellent analytical and communication skills<br> • Advanced Excel skills and strong Microsoft Word knowledge<br> • Experience with CCH tax and accounting systems desirable<br> • ATT or CTA qualification advantageous<br> • Highly organised with strong attention to detail<br> • Ability to manage a busy workload and meet deadlines<br> <br> <strong>The Benefits for the Trust & Tax Manager role:<br><br></strong><strong></strong><br> • Competitive salary (DOE)<br> • 25 days’ holiday plus purchase options<br> • Hybrid working (after onboarding period)<br> • Private Medical Insurance and health cash plan<br> • Pension and life assurance<br> • Performance bonus and commission on new business<br> • Ongoing training and career development<br> • Inclusive culture with strong work-life balance focus<br> • And more<br> <br> If you are a Trust & Tax professional looking to join a leading Private Client team, apply today.<br> Alternatively, contact Shabir at Law Staff Limited quoting reference BH-37719<br> <br> PLEASE CHECK YOUR EMAIL (INCLUDING SPAM FOLDER) FOR CONFIRMATION THAT YOUR APPLICATION HAS BEEN RECEIVED.<br> <br> In accordance with The Conduct of Employment Agencies and Employment Businesses Regulations 2003.