Back to Job Search

Senior Trusts and Tax Manager

Job Description

A hugely successful international law firm is looking for a Senior Trusts and Tax Manager to join their private client team. 

This is a great opportunity for a STEP or ATT qualified candidate  who's keen to join a stable and progressive team who are hugely respected. Working in the private clients division you will take an active role in supporting a range of UHNWI client across trusts, advisory and tax. 

If you have experience of working in trusts within accountancy, legal or a family office - we'd love to speak with you

Senior Trusts and Tax Manager - The Role

  • Provide direct assistance to the Trust and Tax Director and tax/accountancy support to the wider Private Client team
  • Lead on client relationships, progressing matters to successful conclusion
  • Liaise with clients, intermediaries and tax authorities in a clear and relevant manner
  • Identify and advising on tax-planning opportunities for clients
  • Supervision and preparation of:
  • Trust and estate accounts
  • Company and personal, estate and trust tax computations
  • HM Revenue & Customs forms associated
  • Various accounting reports for UK and overseas tax compliance matters
  • Assist in overseeing the team’s caseload of individuals, trusts and estates. o Preparation of tax forms including SA100, SA900, IHT100, CT600
  • o Preparing CGT calculations

    o Preparing trust accounts

    o Preparing estate accounts

    o Preparing 60 day CGT submissions

    o Preparing non-resident trust tax pool calculations

    • Assist and provide tax advice to clients of the firm
    • Support in business development opportunities for the team
    • Support development of Trainee Tax and Accounts Manager.

The Person 

  • STEP or ATT Qualified
  • Enthusiastic and motivated to learn at a fast pace, with the desire to further increase knowledge and progress to leadership positions
  • A strong team orientation, working collaboratively with colleagues to achieve the teams strategic aims.
  • Advanced user of MS Excel.
  • Comfortable working under pressure with the ability to plan and prioritise work; appreciation of fee earner needs and constraints; commercially aware
  • Achieve the competencies for an Associate level member of the team.