Trust and Tax Manager

Our client is a well-established and highly regarded law firm, consistently recognised among the country’s leading firms by national publications. They have a strong reputation for their private client, property, and family law services.  Their clients range from private individuals and families to businesses, trusts, and charities, all of whom expect a personalised service and expert guidance. Private client work is a very personal area of law.

As a top-ranked firm, our client often handles high-profile cases while maintaining close, collaborative relationships with clients at all levels. Every client benefits from a dedicated partner and team, reflecting the firm’s open and approachable culture.
 

About the role

Our client is seeking a Trust & Tax Manager to join their award-winning Private Client team.

The ideal candidate will have a minimum of three years’ experience, be confident, able to meet deadlines and manage a busy workload. Experience preparing and managing trust accounts and tax returns is essential, with many clients being high-net-worth individuals and families. Attention to detail, strong trust accounting experience, and solid compliance knowledge are key.

Key responsibilities include:

• Preparing self-assessment income tax returns and capital gains tax returns on land disposals for trusts, estates, and individuals

• Preparing annual trust accounts and handling related compliance matters

• Preparing inheritance tax returns relating to exit charges, ten-year charges, and termination of life interests

• Arranging payment of tax and corresponding with HMRC as required

• Managing FATCA and CRS compliance

• Registering trusts on HMRC’s trust register and maintaining it

• Liaising with trustees, beneficiaries, investment advisers, and other professionals

• Attending annual trustee meetings where appropriate

• Monitoring key dates such as beneficiaries’ birthdays and ensuring deadlines for tax returns and payments are met

This role does not involve line management responsibilities.

Skills and Competencies

• Meticulous and diligent

• Strong analytical and communication skills

• Advanced proficiency in Excel

• Good knowledge of Microsoft Word

• Experience with CCH tax and accounting software is highly desirable

Preferred Qualifications

• ATT or CTA qualification is advantageous