Job Description
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
1. Manage tax compliance filing obligations for a diverse caseload of individuals, trusts, and estates
2. Prepare Self Assessment and CGT returns for individuals, trusts, estates, and partnerships
3. Produce annual trust accounts and oversee trust administration
4. Provide ad hoc tax advice and draft declarations of trust for income tax and CGT planning
5. Prepare inheritance tax returns for 10-year anniversary charges, exit charges, and life interest terminations
6. Handle trust terminations, including deeds of appointment, tax filings, trustee statements, and fund distributions
7. Register and maintain trust and estate records on HMRC’s Trust Registration Service (TRS)
8. Prepare annual ATED returns and relief claims
9. Manage FATCA and CRS compliance for trusts and the firm’s trust corporation
10. File Swiss withholding tax repayment claims (Form 86)
11. Lead clients through the transition to Making Tax Digital
12. L...