Are you a seasoned tax and trusts professional ready tfor 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.