Trust and Tax Manager
Are you a Trust and Tax professional looking to join a highly regarded firm offering a competitive salary, 25 days'' holiday plus purchase options, private medical insurance, pension, performance bonus, hybrid working and more? This is an excellent opportunity to join an award-winning Private Client team working with high-net-worth individuals and complex trust and tax matters.About the Firm: • Highly respected firm named as one of The Times'' Best Law Firms • Renowned for private client, property and family law expertise • Acts for high-net-worth individuals, trusts, charities and businesses • Collaborative culture with high-quality, engaging workTrust and Tax Manager - Position Overview: You will join a specialist Private Client team, managing trust accounts and tax matters for a portfolio of high-net-worth clients. This role offers exposure to complex work within a collaborative environment, without line management responsibility.Key Responsibilities of the Trust and Tax Manager: • Preparing self-assessment income tax returns and CGT returns for trusts, estates and individuals • Preparing annual trust accounts and managing compliance matters • Handling inheritance tax returns including 10-year and exit charges • Liaising with HMRC and arranging tax payments • Managing FATCA and CRS compliance • Registering and maintaining trusts on HMRC''s trust register • Liaising with trustees, beneficiaries and professional advisers • Attending trustee meetings where appropriate • ..... full job details .....
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