Trust & Tax Manager - Private Client Team
Trust & Tax Manager - Private Client Team
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Job Description
Trust & Tax Manager
About the Firm
This highly regarded London law firm is consistently ranked among the UKs top practices for private client family and property work. Their clients include high-net-worth individuals families businesses charities and trusts all of whom benefit from the firms deep legal expertise and highly personalised approach. The firm is known for building long-term relationships and for handling sensitive complex work with care and precision.
The internal culture is collaborative and open with little hierarchy and a strong focus on working together across teams. Its a modern forward-thinking environment that respects tradition without being constrained by it.
The Opportunity
The firm is looking for an experienced Trust & Tax Manager to join their well-established and award-winning Private Client team. This person will work alongside a close-knit team managing a portfolio of trust and estate clients many of whom are high-net-worth individuals and families.
This is a technically focused role that requires strong compliance knowledge attention to detail and the ability to manage time-critical work in a high-standard service environment.
Key Responsibilities
- Preparing self-assessment tax returns for trusts estates and individuals
- Preparing CGT returns for UK property disposals
- Producing annual trust accounts and managing annual compliance
- Preparing inheritance tax returns (e.g. for 10-year charges exit charges life interest terminations)
- Arranging tax payments and corresponding with HMRC
- Managing FATCA and CRS compliance obligations
- Registering and maintaining trusts via HMRCs Trust Registration Service
- Liaising with trustees beneficiaries investment advisers and other professionals
- Attending trustee meetings when appropriate
- Tracking deadlines and ensuring timely submissions and compliance
Note: This is not a people-management position.
Candidate Profile
Candidates should bring a significant relevant experience and confidence working with high-value clients in a professional environment. Excellent technical ability organisation and client communication skills are essential.
Requirements:
- Significant experience in trust and tax compliance
- Advanced Excel skills
- Proficient in Microsoft Word
- Excellent attention to detail and ability to manage deadlines
- Comfortable liaising with clients and professional advisers
Desirable:
- Experience using CCH tax/accounting software
- ATT or CTA qualified
Benefits & Rewards
The firm offers a competitive package and a culture that supports work-life balance and long-term career growth. Benefits include:
- Competitive salary (based on experience)
- 25 days annual leave bank holidays
- Generous pension contributions
- Private medical insurance
- Life assurance and income protection
- Flexible/hybrid working arrangements (5 days in 10 in the office)
- Ongoing professional development
- Inclusive and supportive team culture
Employment Type
Full Time
