Trusts and Tax Manager

Taxation; Greater London; Hybrid; GBP 60,000 - GBP 80,000; Full time

Job summary

A reputable law firm in Greater London is seeking an experienced Trusts Manager to oversee a portfolio of trusts and estates. In this client-facing role, you will be responsible for compliance, account reviews, and collaborating on planning projects. The firm offers a supportive environment and hybrid working options. Strong expertise in trusts and estates tax is essential. This is an excellent opportunity to join a high-profile team recognized for its expertise in private client services.

Qualifications

• Strong experience with trusts and estates tax and accounting is essential.
• Client-facing role requiring excellent communication skills.
• Experience advising charity clients is a plus.

Responsibilities

• Oversee a portfolio of trusts and estates, ensuring compliance.
• Review accounts and returns.
• Collaborate with partners on trust planning projects.

Skills

Excellent communication skills

Client relationship management

Trusts and estates tax expertise

Job description

Trusts and estates expertise is a key part of the Private Client Tax offering at this high-profile firm. The team continues to grow and now seeks an experienced Trusts professional at Manager level.

The incoming individual will oversee a portfolio of trusts and estates, taking responsibility for the review of accounts and returns, as well as overseeing the ongoing compliance requirements. They will also work closely with the partners on ad hoc trust planning projects.

Very much a client and third-party facing role, the position would suit someone with excellent communication and client relationship management skills. Strong trusts and estates tax and accounting experience is a pre-requisite. Experience of advising charity clients would be helpful but is not essential.

In return, the firm offers a genuinely supportive, sociable and collegiate environment in which to pursue one’s career. Their Private Client Tax & Trusts team maintains a high profile internally and is a key service line for the firm. Externally, the team in independently recognised for the quality of its expertise in the private client field.

Based in Birmingham, the role offers hybrid working 2-3 days a week and scope for progression towards Senior Manager grade.

This is a great opportunity to join a high-profile Private Client team that has built a strong reputation for advising both UK and international HNWIs and their families.

To find out more about the role, please email [e-mail] quoting Ref 718

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