Trust and Tax Manager

We are partnering with a leading London-based law firm to appoint an experienced Trust & Tax Manager within its established Private Client department. This position is well suited to a professional with strong technical expertise in trust accounting, personal tax compliance and associated reporting for high-net-worth individuals, families, estates and trusts.

The successful candidate will join a high-performing team, working closely with partners, solicitors and other advisers to deliver a high-quality service across a varied portfolio.

Key Responsibilities

The role will involve managing a broad range of trust and tax matters, including:

• Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals

• Preparation of annual trust accounts and related annual compliance requirements

• Preparation of inheritance tax returns, including exit charges, 10-year charges and the termination of life interests

• Arranging payment of tax and corresponding with HMRC as required

• Managing FATCA and CRS compliance

• Registering trusts on HMRC’s Trust Registration Service and maintaining accurate records

• Liaising with trustees, beneficiaries, investment advisers and other professionals

• Attending annual trustee meetings where appropriate

• Monitoring key dates, including beneficiary milestones and statutory filing deadlines

• Ensuring timely payment of tax across relevant matters

This position does not include any people management responsibilities.

Skills and Experience

Candidates will ideally demonstrate the following:

• Strong attention to detail and a diligent working style

• Excellent analytical and communication skills

• Advanced proficiency in Microsoft Excel

• Good working knowledge of Microsoft Word

• Strong understanding of CCH tax and accounting software (highly desirable)