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.