Are you an experienced tax professional looking to take ownership of a varied and rewarding caseload within a leading law firm? Our Wills, Estates & Tax Planning team is seeking a skilled Tax and Trusts Manager to manage complex compliance obligations and provide expert support to clients and colleagues.
This is an excellent opportunity for someone with strong technical knowledge and proven experience in tax compliance who enjoys working independently and delivering exceptional service.
This role can be based at our office in Grimsby, Lincoln, York, Louth, or Hull.
What you’ll be doing:
You’ll play a key role in managing tax and trust matters for a diverse portfolio of individuals, trusts, and estates. Your responsibilities will include:
* Managing tax compliance obligations for individuals, trusts, and estates
* Preparing Self-Assessment and Capital Gains Tax returns for individuals, trusts, estates, and partnerships
* Preparing Inheritance Tax returns for 10-year anniversary charges, exit charges, and life interest terminations
* Producing annual trust accounts and overseeing trust administration
* Registering and maintaining trust and estate records on HMRC’s Trust Registration Service (TRS)
* Liaising with trustees, beneficiaries, investment managers, and other professionals
What we’re looking for:
* A minimum of 5 years’ experience in tax compliance
* Someone who possess a strong understanding of trust law and tax legislation
* Demonstrates exceptional organisational and time management skills
* Communicates confidently and professionally with clients and stakeholders