Tax & Trusts Manager

Salary/Rate:Excellent salary + benefits
Job type:Perm
Town/City:Chelmsford
Location:Essex
Industry:Law Firm
Job ref:JB000887/60
Post Date:18. 03. 2025
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About the Role

Opportunity in an Independent Law firm.

The firm is seeking a Tax & Trusts Manager responsible for managing a diverse portfolio of trusts, assisting in estate administration, and ensuring adherence to applicable regulatory standards. The position involves close collaboration with the Team Principal and colleagues within the Tax & Trusts division.

Key Responsibilities

The main duties of this role include:

  • Administering a portfolio of trusts on behalf of the firm's trustee clients.
  • Ensuring timely completion of trust income tax, capital gains tax, and inheritance tax returns during the compliance period.
  • Preparing annual trust accounts using specialized accounting software.
  • Managing routine trust administration tasks, including communication with trustees and professional advisors.
  • Preparing and submitting returns for FATCA and CRS, when necessary.
  • Filing Trust Registration Service (TRS) submissions and handling complex estate filings.
  • Drafting trustee minutes and resolutions.
  • Conducting quarterly assessments of trust fund investments and providing reports to trustees.
  • Promoting trust and tax services both within the firm and to external clients.
  • Engaging with existing clients to identify and expand business opportunities.

Candidate Profile

The ideal candidate will have:

  • Solid experience in trust administration, including preparation of trust and personal tax returns, as well as inheritance tax documentation.
  • Proficiency in the preparation of trust accounts.
  • Strong interpersonal skills, with experience liaising with HMRC and third parties, such as banks, land agents, and stockbrokers.
  • A thorough understanding of inheritance tax (IHT) and trust-related tax planning.
  • At least two years of experience in personal tax and trust administration.
  • Familiarity with accounting practices.
  • Relevant professional qualifications, such as STEP, ATT, or ACCA, are advantageous.

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