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Trust Tax Manager

Ashville Knight
Posted 2 days ago, valid for 18 days
Location

Lewes, East Sussex BN7 1YT, England

Salary

£60000 - £70000/annum Salary depending on experience £60K

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Contract type

Full Time

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Sonic Summary

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  • Our client, a full-service law firm in Lewes and London, is seeking an experienced Trust Tax Manager to join their reputable practice.
  • The successful candidate must have at least 2 years of experience in a similar role and be ATA/CTA/STEP qualified.
  • Key responsibilities include drafting trust and tax returns, managing inheritance tax reporting, and providing tax planning advice to clients and trustees.
  • The position offers a salary ranging from £60K to £70K, depending on experience, along with benefits such as 25 days of annual leave and private healthcare.
  • The role also involves hybrid working and opportunities for professional development while ensuring compliance with regulatory requirements.

Our client, a full-service law firm with offices in Lewes and London, is looking for an experienced Trust Tax Manager to join their reputable legal practice in Lewes.

The successful candidate must be able to draft trust and tax returns and undertake Inheritance Tax reporting.

Duties will include:

  • Managing the preparation of trust tax.
  • Preparing inheritance tax accounts.
  • Demonstrating a solid understanding of HMRC’s Trust Registration Service and applying it effectively.
  • Handling the preparation and submission of personal tax returns for clients.
  • Offering tax planning advice to both clients and trustees, helping to maximise tax efficiency and minimise liabilities.
  • Collaborating with clients, trustees, and third-party professionals to collect and validate information necessary for tax filings.
  • Staying up to date on the latest tax legislation changes.
  • Providing clear, concise, and responsive legal advice to clients.
  • Assisting colleagues with private client tax-related issues.
  • Ensuring timely filing and proper record-keeping in line with regulatory requirements.

Desired skills:

  • At least 2 years’ experience as a Trust Tax Manager (or similar).
  • Knowledge of UK tax laws and regulations.
  • ATA/CTA/STEP qualified
  • Have a very high level of technical competence when drafting documentation.

What they offer:

  • Salary depending on experience £60K - £70K.
  • 25 days annual leave plus bank holidays.
  • Hybrid working.
  • Private healthcare
  • Company pension.
  • Volunteering day off.

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