Trust & Tax Manager

London, ENG, GB, United Kingdom

Job Description

Location: Central London




Salary: Starting at 65,000




Job Type: Full-time, Permanent






About the Firm





This highly regarded London law firm is consistently ranked among the UKs top practices for private client, family, and property work. Their clients include high-net-worth individuals, families, businesses, charities, and trusts all of whom benefit from the firms deep legal expertise and highly personalised approach. The firm is known for building long-term relationships and for handling sensitive, complex work with care and precision.



The internal culture is collaborative and open, with little hierarchy and a strong focus on working together across teams. Its a modern, forward-thinking environment that respects tradition without being constrained by it.


The Opportunity





The firm is looking for an experienced Trust & Tax Manager to join their well-established and award-winning Private Client team. This person will work alongside a close-knit team, managing a portfolio of trust and estate clients many of whom are high-net-worth individuals and families.



This is a technically focused role that requires strong compliance knowledge, attention to detail, and the ability to manage time-critical work in a high-standard service environment.


Key Responsibilities




Preparing self-assessment tax returns for trusts, estates, and individuals Preparing CGT returns for UK property disposals Producing annual trust accounts and managing annual compliance Preparing inheritance tax returns (e.g. for 10-year charges, exit charges, life interest terminations) Arranging tax payments and corresponding with HMRC Managing FATCA and CRS compliance obligations Registering and maintaining trusts via HMRCs Trust Registration Service Liaising with trustees, beneficiaries, investment advisers, and other professionals Attending trustee meetings when appropriate Tracking deadlines and ensuring timely submissions and compliance

Note: This is not a people-management position.


Candidate Profile





Candidates should bring a significant relevant experience and confidence working with high-value clients in a professional environment. Excellent technical ability, organisation, and client communication skills are essential.


Requirements:




Significant experience in trust and tax compliance Advanced Excel skills Proficient in Microsoft Word Excellent attention to detail and ability to manage deadlines Comfortable liaising with clients and professional advisers

Desirable:




Experience using CCH tax/accounting software ATT or CTA qualified

Benefits & Rewards





The firm offers a competitive package and a culture that supports work-life balance and long-term career growth. Benefits include:


Competitive salary (based on experience) 25+ days annual leave + bank holidays Generous pension contributions Private medical insurance Life assurance and income protection Flexible/hybrid working arrangements after initial period Ongoing professional development Inclusive and supportive team culture

Job Sector:

AccountancyLegal & ProfessionalTax

Job Location:

Central London

Job Category:

AccountancyLegal & ProfessionalTax

Job Type:

Full TimePermPermanent

Salary:

65000

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Job Detail

  • Job Id
    JD3465378
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    London, ENG, GB, United Kingdom
  • Education
    Not mentioned