Trust & Tax Manager

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. 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 & 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 & 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 & 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 & 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 & Tax professional 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