A well-established law firm with a respected Private Client team is seeking an experienced Tax and Trusts Manager. This role offers the opportunity to work with a varied and high-quality client base, providing expert advice and support across a wide range of tax and trust matters. The successful candidate will enjoy a high level of autonomy and be part of a collaborative and professional team.
Key Responsibilities:
- Manage tax compliance for individuals, trusts, and estates
- Prepare tax returns and trust accounts
- Advise on income tax, CGT, and inheritance tax matters
- Handle trust terminations and related documentation
- Maintain records on HMRC’s Trust Registration Service
- Oversee ATED, FATCA, CRS, and Swiss tax filings
- Support clients with Making Tax Digital
- Liaise with trustees, beneficiaries, and professionals
- Maintain client relationships and manage billing
- Stay current with tax legislation and best practices
Candidate Profile:
- 10+ years’ experience in tax compliance
- Strong knowledge of trust law and tax regulations
- Able to manage a busy caseload independently
- Organised, empathetic, and client-focused
- Collaborative with excellent communication skills
- Analytical, professional, and commercially aware
- Flexible to meet occasional non-routine demands