Are you a seasoned tax and trusts professional ready for a new challenge in a dynamic and client-focused legal environment?
Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.
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
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
* 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.