2 days ago Be among the first 25 applicants
Sheridan Maine – Accountancy & Finance Recruitment provided pay range
This range is provided by Sheridan Maine – Accountancy & Finance Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Sheridan Maine – Accountancy & Finance Recruitment
Senior Recruitment Consultant at Sheridan Maine – Recruiting Tax & Accounting Professionals across the UK.
Job Title: Trusts & Tax Adviser / Manager
Location: South West England (Hybrid/Flexible Working Considered)
Salary: Competitive, depending on experience
Hours: Full-time (Part-time and flexible working considered)
About the Role
We are seeking a skilled and proactive legal professional to join our Private Client team, specialising in Trusts and Tax matters. This role involves providing expert advice and services related to trust administration, personal tax compliance, and estate planning. You'll play a key role in supporting high-net-worth individuals, families, and trustees.
Key Responsibilities
General Fee Earning:
- Manage a personal caseload effectively, ensuring high levels of client service and professional standards.
- Meet billing and time-recording targets, maintain accurate file records, and manage work-in-progress and aged debtors.
- Monitor and communicate with clients regularly, rendering interim and final bills as appropriate.
- Collaborate with internal teams to cross-sell legal services and develop business opportunities.
- Contribute to the team’s ongoing development by mentoring support staff and participating in training and networking events.
Trusts & Tax Specific:
- Advise on and complete Trust Registration Service filings and annual declarations.
- Prepare and submit Trust and Individual Tax Returns, including associated forms (e.g., R185s, IHT100s).
- Handle estate income reporting and CGT submissions for property disposals.
- Draft trust documents such as Deeds of Appointment, Assignments, and Trustees’ Resolutions.
- Assist in preparing trust accounts and liaising with investment advisers.
- Advise on FATCA/CRS obligations and other compliance requirements.
What We’re Looking For
- Experience in Private Client work, with a strong focus on Trusts and Tax.
- Ability to handle complex matters with discretion and attention to detail.
- Strong written and verbal communication skills.
- Proficiency in MS Office (particularly Word and Excel).
- A proactive, organised, and collaborative working style.
- Relevant qualifications such as STEP, ATT, CTA, or solicitor/legal executive status preferred but not essential.
- 25 days annual leave plus bank holidays (with additional leave for birthdays and volunteering).
- Company pension scheme with employer contribution.
- Life assurance (4x salary).
- Health cash plan, including dental, optical, and specialist treatment support.
- 24/7 access to private GP services.
- Employee assistance programme.
- Legal services discounts (up to 50%).
- Cycle to Work and Electric Vehicle salary sacrifice schemes.
- Option to buy/sell annual leave and apply for sabbaticals.
- Regular staff social events.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Accounting/AuditingIndustries
Accounting
Referrals increase your chances of interviewing at Sheridan Maine – Accountancy & Finance Recruitment by 2x
Get notified about new Tax Manager jobs in Dorset, England, United Kingdom.
Dorset, England, United Kingdom 1 day ago
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#J-18808-Ljbffr”, “datePosted”: “2026-04-11”, “hiringOrganization”: { “@type”: “Organization”, “name”: “Sheridan Maine – Accountancy & Finance Recruitment”, “sameAs”: “https://uk.whatjobs.com/pub_api__cpl__402700678__4861?utm_campaign=publisher&utm_medium=api&utm_source=4861” }, “jobLocation”: { “@type”: “Place”, “address”: { “@type”: “PostalAddress”, “addressLocality”: “” } } }2 days ago Be among the first 25 applicants
Sheridan Maine – Accountancy & Finance Recruitment provided pay range
This range is provided by Sheridan Maine – Accountancy & Finance Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Sheridan Maine – Accountancy & Finance Recruitment
Senior Recruitment Consultant at Sheridan Maine – Recruiting Tax & Accounting Professionals across the UK.
Job Title: Trusts & Tax Adviser / Manager
Location: South West England (Hybrid/Flexible Working Considered)
Salary: Competitive, depending on experience
Hours: Full-time (Part-time and flexible working considered)
About the Role
We are seeking a skilled and proactive legal professional to join our Private Client team, specialising in Trusts and Tax matters. This role involves providing expert advice and services related to trust administration, personal tax compliance, and estate planning. You’ll play a key role in supporting high-net-worth individuals, families, and trustees.
Key Responsibilities
General Fee Earning:
- Manage a personal caseload effectively, ensuring high levels of client service and professional standards.
- Meet billing and time-recording targets, maintain accurate file records, and manage work-in-progress and aged debtors.
- Monitor and communicate with clients regularly, rendering interim and final bills as appropriate.
- Collaborate with internal teams to cross-sell legal services and develop business opportunities.
- Contribute to the team’s ongoing development by mentoring support staff and participating in training and networking events.
Trusts & Tax Specific:
- Advise on and complete Trust Registration Service filings and annual declarations.
- Prepare and submit Trust and Individual Tax Returns, including associated forms (e.g., R185s, IHT100s).
- Handle estate income reporting and CGT submissions for property disposals.
- Draft trust documents such as Deeds of Appointment, Assignments, and Trustees’ Resolutions.
- Assist in preparing trust accounts and liaising with investment advisers.
- Advise on FATCA/CRS obligations and other compliance requirements.
What We’re Looking For
- Experience in Private Client work, with a strong focus on Trusts and Tax.
- Ability to handle complex matters with discretion and attention to detail.
- Strong written and verbal communication skills.
- Proficiency in MS Office (particularly Word and Excel).
- A proactive, organised, and collaborative working style.
- Relevant qualifications such as STEP, ATT, CTA, or solicitor/legal executive status preferred but not essential.
- 25 days annual leave plus bank holidays (with additional leave for birthdays and volunteering).
- Company pension scheme with employer contribution.
- Life assurance (4x salary).
- Health cash plan, including dental, optical, and specialist treatment support.
- 24/7 access to private GP services.
- Employee assistance programme.
- Legal services discounts (up to 50%).
- Cycle to Work and Electric Vehicle salary sacrifice schemes.
- Option to buy/sell annual leave and apply for sabbaticals.
- Regular staff social events.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Accounting/Auditing
Industries
Accounting
Referrals increase your chances of interviewing at Sheridan Maine – Accountancy & Finance Recruitment by 2x
Get notified about new Tax Manager jobs in Dorset, England, United Kingdom.
Dorset, England, United Kingdom 1 day ago
Finance and Business Manager at Highcliffe St Mark C of E Primary School
Dorchester, England, United Kingdom 1 day ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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