Job Description
Are you a Trust and 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.nnAbout the Firm:
nn • Highly respected firm named as one of The Times’ Best Law Firmsnn • Renowned for private client, property and family law expertisenn • Acts for high-net-worth individuals, trusts, charities and businessesnn • Collaborative culture with high-quality, engaging worknnTrust and Tax Manager — Position Overview:nn 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.nnKey Responsibilities of the Trust and Tax Manager:
nn • Preparing self-assessment income tax returns and CGT returns for trusts, estates and individualsnn • Preparing annual trust accounts and managing compliance mattersnn • Handling inheritance tax returns including 10-year and exit chargesnn • Liaising with HMRC and arranging tax paymentsnn • Managing FATCA and CRS compliancenn • Registering and maintaining trusts on HMRC’s trust registernn • Liaising with trustees, beneficiaries and professional advisersnn • Attending trustee meetings where appropriatenn • Monitoring deadlines and key datesnn • Supporting the overall delivery of private client servicesnnRequirements of the Trust and Tax Manager:
nn • Minimum 3 years’ experience in trust accounting and taxnn • Strong experience preparing trust accounts and tax returnsnn • Excellent analytical and communication skillsnn • Advanced Excel skills and strong Microsoft Word knowledgenn • Experience with CCH tax and accounting systems desirablenn • ATT or CTA qualification advantageousnn • Highly organised with strong attention to detailnn • Ability to manage a busy workload and meet deadlinesnnThe Benefits for the Trust and Tax Manager role:
nn • Competitive salary (DOE)nn • 25 days’ holiday plus purchase optionsnn • Hybrid working (after onboarding period)nn • Private Medical Insurance and health cash plannn • Pension and life assurancenn • Performance bonus and commission on new businessnn • Ongoing training and career developmentnn • Inclusive culture with strong work-life balance focusnn • And morennn If you are a Trust and Tax Manager looking to join a leading Private Client team, apply today.nn Alternatively, contact Shabir at Law Staff Limited quoting reference BH-37719nnn PLEASE CHECK YOUR EMAIL (INCLUDING SPAM FOLDER) FOR CONFIRMATION THAT YOUR APPLICATION HAS BEEN RECEIVED.nnn In accordance with The Conduct of Employment Agencies and Employment Businesses Regulations 2003.
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