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.

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

• 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.