Tax & Trusts Manager

Lester Aldridge; Greater London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading law firm in the United Kingdom seeks a highly skilled Tax and Trusts Manager to join their Private Client team. The role involves managing tax compliance for individuals and trusts, preparing tax returns, and providing strategic tax advice. Ideal candidates will have over 10 years of experience, a strong understanding of trust law, and exceptional client management skills. The firm values autonomy, offers competitive salaries, and invests in professional development.

Benefits

Competitive salary

Professional development opportunities

Supportive team culture

Qualifications

• 10+ years of experience in tax compliance.
• Strong understanding of trust law and tax legislation.
• Proven ability to manage a caseload independently under pressure.

Responsibilities

• Manage tax compliance filing obligations for individuals, trusts, and estates.
• Prepare Self Assessment and CGT returns.
• Produce annual trust accounts and oversee trust administration.

Skills

Tax compliance management

Trust law understanding

Client relationship management

Time management

Job description

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

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.