Tax & Trusts Administrator – Lincoln – c£60,000
We are proud to be working in partnership with a highly successful and well-established legal firm seeking to appoint an experienced Tax & Trusts Administrator to join their respected Wills, Estates & Tax Planning team.
This is an excellent opportunity for a technically strong tax professional looking to take ownership of a varied and rewarding caseload within a progressive and growing firm. The role offers genuine autonomy, high-quality work, and long-term career prospects. The position can be based across multiple offices in Lincolnshire and Yorkshire, offering flexibility depending on your location.
The Role
You will manage a diverse portfolio of individuals, trusts, and estates, ensuring full compliance while providing expert support to colleagues and clients.
Managing tax compliance obligations for individuals, trusts, estates, and partnerships
Preparing Self-Assessment and Capital Gains Tax returns
Preparing Inheritance Tax returns, including 10-year anniversary charges and exit charges
Producing annual trust accounts and overseeing ongoing trust administration
Registering and maintaining trust and estate records on HMRC’s Trust Registration Service (TRS)
Liaising with trustees, beneficiaries, investment managers, and other professional advisers
This is a role that offers responsibility and visibility within the wider private client team.
The Candidate
A minimum of 5 years’ experience in tax compliance
Strong technical knowledge of trust taxation and relevant legislation
The ability to manage their own caseload independently
Excellent organisational skills and attention to detail
Professional and confident communication skills
Applicants may come from accountancy practice, legal practice, or a specialist tax background.
The Opportunity
You will be joining a firm with a strong regional presence, an excellent reputation, and a supportive, collaborative culture. In return, you can expect a competitive salary, very attractive benefits package, and genuine scope for progression.
If you are interested in this Tax & Trusts Administrator role, please apply now.
Chase and Holland acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. We specialise in Finance, Supply Chain, HR and IT recruitment and comfortably service Yorkshire, Derbyshire, Nottinghamshire, Leicestershire, Staffordshire and Lincolnshire marketplaces