Trust & Tax Manager - Private Client Team

Trust & Tax Manager - Private Client Team

As a Trust & Tax Manager, you will play a key role in supporting the Private Client team with the preparation and management of trust accounts and tax returns. You will work closely with a team of six, reporting to senior members of the department, and will be responsible for a wide range of trust and tax compliance matters.

This role is ideal for someone with a minimum of three years' experience in a similar position, who is confident, highly organised, and able to manage a busy workload independently. You will be expected to liaise with trustees, beneficiaries, and other professionals, and to maintain a high standard of accuracy and professionalism in all aspects of your work.

Job responsibilities

• Prepare self-assessment income tax returns and land disposal CGT returns for trusts, estates, and individuals
• Prepare annual trust accounts and manage associated compliance matters
• Complete inheritance tax returns for exit charges, 10-year charges, and life interest terminations
• Arrange tax payments and correspond with HMRC as required
• Manage FATCA and CRS compliance
• Register and maintain trusts on HMRC's Trust Registration Service
• Liaise with trustees, beneficiaries, investment advisers, and other professionals
• Attend annual trustee meetings where appropriate
• Monitor key dates and ensure timely submission of tax returns and payments.

Please note: this role does not include people management responsibilities.

Skills and qualifications

• Excellent analytical and communication skills
• Strong attention to detail and ability to manage multiple deadlines
• Advanced Excel skills and good working knowledge of Microsoft Word
• Experience with CCH tax and accounting software preferred
• Diligent, proactive, and able to work independently
• ATT or CTA qualification preferred.
• Hybrid working model (after six-weeks of employment)

To apply, please send your full CV and covering letter to Pat Fernandes, HR Director

Trust & Tax Manager - Private Client Team