Tax & Trusts Manager

Lester Aldridge LLP; Bournemouth; On-site; GBP 60,000 - 80,000; Full time

Job summary

A distinguished legal firm in Bournemouth is seeking an experienced Tax and Trusts Manager to oversee tax compliance, prepare returns, and manage client relationships. The ideal candidate will have at least 10 years of tax compliance experience and a strong understanding of trust law. This role offers a competitive salary, opportunities for professional development, and a supportive work environment that values client satisfaction and teamwork.

Benefits

Competitive salary

Professional development opportunities

Qualifications

• Minimum 10+ years’ experience in tax compliance.
• Strong understanding of trust law and tax legislation.
• Proven ability to manage a caseload independently.

Responsibilities

• Manage tax compliance filing obligations for clients.
• Prepare Self Assessment and CGT returns.
• Foster collaboration and promote firm values.

Skills

Tax compliance

Trust law understanding

Organisational skills

Client service

Communication skills

Job description

Overview

Are you a seasoned tax and trusts professional ready for a new challenge in a dynamic and client-focused legal environment? Lester Aldridge is seeking a highly skilled and motivated Tax and Trusts Manager to join our renowned Private Client team. If you are looking for high levels of autonomy in your role, this is a fantastic opportunity.

Key Responsibilities

• Manage tax compliance filing obligations for a diverse caseload of individuals, trusts, and estates
• Prepare Self Assessment and CGT returns for individuals, trusts, estates, and partnerships
• Produce annual trust accounts and oversee trust administration
• Provide ad hoc tax advice and draft declarations of trust for income tax and CGT planning
• Prepare inheritance tax returns for 10-year anniversary charges, exit charges, and life interest terminations
• Handle trust terminations, including deeds of appointment, tax filings, trustee statements, and fund distributions
• Register and maintain trust and estate records on HMRC’s Trust Registration Service (TRS)
• Prepare annual ATED returns and relief claims
• Manage FATCA and CRS compliance for trusts and the firm’s trust corporation
• File Swiss withholding tax repayment claims (Form 86)
• Lead clients through the transition to Making Tax Digital
• Liaise with trustees, beneficiaries, investment managers, and other professionals
• Maintain strong client relationships and deliver exceptional service
• Record time efficiently and manage monthly billing
• Stay current with tax legislation and best practices
• Uphold confidentiality and handle sensitive information with discretion
• Foster collaboration and promote Lester Aldridge’s core values: Clients, People, Teamwork, Ownership

Skills & Competence

• Minimum 10+ years’ experience in tax compliance
• Strong understanding of trust law and tax legislation
• Proven ability to manage a caseload independently and under pressure
• Exceptional organisational and time management skills
• Empathetic approach to client service, especially with older individuals
• Collaborative team player with a flexible and proactive mindset
• Excellent communication and interpersonal skills across all levels
• Analytical and problem-solving abilities with a capacity to learn quickly
• Professional, credible, and tactful with a positive and enthusiastic personality
• Business-savvy with the ability to link solutions to strategic objectives
• Willingness to adapt working hours to meet non-routine demands

Why Join Lester Aldridge?

At Lester Aldridge, we believe in empowering our people to thrive. You’ll be part of a supportive team that values your expertise, encourages growth, and celebrates success. We offer a competitive salary, professional development opportunities, and a culture that puts clients and colleagues at the heart of everything we do.

Ready to make your mark in a firm that values excellence and innovation?
Apply today and take the next step in your career with Lester Aldridge.