Our client is a Legal 500 law firm with numerous awards including The Times Top Companies to work for 2024 and Top Private Client Firms 2024, just being a couple, and with a strong reputation for providing high-quality, personal service to a broad range of clients including high-net-worth individuals, families, trusts, charities, and businesses, they now have a fantastic opportunity for a Trust and Tax Manager to join its Private Client Department.This role involves managing the administration of multiple trusts and preparing annual tax returns for beneficiaries and other clients. The successful candidate will act as the named fee earner on each matter, working closely with a Partner who retains overall responsibility.Responsibilities of the role will include:

Preparing self-assessment income tax and land disposal CGT returns for trusts, estates, and individuals
Preparing annual trust accounts and managing associated compliance
Preparing inheritance tax returns (exit charges, ten-year charges, termination of life interests)
Coordinating payment of tax and communicating with HMRC
Ensuring FATCA and CRS compliance
Registering and maintaining trust details on HMRC’s Trust Registration Service
Liaising with trustees, beneficiaries, investment advisers, and other professionals
Attending trustee meetings as required
Monitoring key dates (e.g., beneficiary birthdays) and ensuring all deadlines are met

The ideal Tax & Trust Manager will have the following:

Qualifications: ATT or CTA preferred
Minimum 3 years in a similar role
Strong proficiency in Microsoft Word and Excel
Experience using CCH tax and accounting software highly desirable
Strong written and verbal communication skills
High attention to detail and accuracy
Effective time management with the ability to manage a busy workload independently
Self-motivated and comfortable working both autonomously and as part of a team

The firm offers excellent benefits which include:

Hybrid working alternating between 2 and 3 days per week in-office (full-time office presence for first 6 weeks)
Post-probation benefits (after 6 months):
Fee Earners Commission
Discretionary Bonus Scheme
Private Medical Insurance (PMI)
Health Cash Plan
25 days holiday
Season Ticket Loan
Wellbeing subscription
Eye test contribution
Option to buy additional holidays
Pension scheme
Long Service Recognition
Ongoing training and development opportunities (subject to departmental needs)

This is an excellent opportunity for a detail-oriented and experienced professional to join a highly regarded private client team, offering both challenge and long-term career development within a supportive environment.Apply now to take the next step in your private client career.

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