Manager, Tax & Trusts

Opportunity in a Top Independent Law firm.

The firm is looking for a Tax & Trusts Manager to manage a portfolio of trusts, support estate administration, and ensure compliance with relevant regulations. The role involves working closely with the Team Principal and collaborating with colleagues in the Tax & Trusts department.

Key Responsibilities

The responsibilities associated with this role include:

• Managing a portfolio of trusts on behalf of the firm's trustee clients.
• Overseeing the timely completion of trust income tax, capital gains tax, and inheritance tax filings during the tax compliance period.
• Preparing annual trust accounts for assigned trusts using specialised accounting software.
• Handling general trust administration tasks, including communication with trustees and professional advisors.
• Preparing and submitting FATCA and CRS returns, where applicable.
• Filing Trust Registration Service (TRS) and complex estate submissions.
• Drafting trustee minutes and resolutions.
• Conducting quarterly reviews of trust fund investments and reporting findings to trustees.
• Promoting the trust and tax services both within the firm and to external clients.
• Working with existing clients to identify and develop new opportunities.

Candidate Profile

The ideal candidate will possess:

• • Experience in comprehensive trust administration, including preparation of trust and personal tax returns, as well as inheritance tax accounts.
  • Proficiency in preparing trust accounts.
  • Strong client-facing experience, with the ability to liaise effectively with HMRC and third parties such as banks, land agents, and stockbrokers.
  • Knowledge of inheritance tax (IHT) and tax planning related to trusts.
  • A minimum of two years’ experience in personal tax and trust administration.
  • Familiarity with accounting practices.
  • Relevant professional qualifications such as STEP, ATT, or ACCA are advantageous.