Trusts & Tax Lead for Private Clients

Ashtons Legal LLP; Location (WV); On-site; USD 120,368 - 160,491; Full time

Benefits offered by this job

Professional development opportunities

Supportive team culture

Professional legal environment

Job summary

Ashtons Legal LLP in the UK is seeking an experienced Head of Trusts to lead our Trusts and Personal Tax team, focusing on private clients, executors and trustees. The role involves managing and developing the tax and trusts offering within our Lifetime Planning practice, with a one day per week presence in Bury St Edmunds.

You will oversee tax compliance, estate planning and the preparation of trust accounts, while guiding junior team members and collaborating with our cross‑department

Qualifications

• AAT, ATT, ACA, ACCA or TEP qualification essential.
• Experience in complex estate and trust accounting.
• Experience of non-resident and non-domiciled taxation.
• Knowledge of UK taxation of individuals, estates and trusts.
• Excellent communication and organisational skills.

Responsibilities

• Lead and supervise the Trusts & Tax team within Lifetime Planning.
• Provide proactive tax and trust advisory and compliance services.
• Train Trust & Tax staff and wider department as required.
• Develop and promote the Trust and Tax service offering.
• Engage in internal and external business development with cross‑department teams.
• Collaborate with related teams on UK individual tax and estate matters.
• Advise on income tax, capital gains tax, inheritance tax and stamp duty land tax.
• Prepare tax returns, estate accounts and annual trust accounts.

Skills

Management

Team supervision

Communication skills

Time management

Tax and trusts accounting

Education

AAT

ATT

ACA

ACCA

TEP

Job description

Ashtons Legal LLP in the UK is seeking an experienced Head of Trusts to lead our Trusts and Personal Tax team, focusing on private clients, executors and trustees. The role involves managing and developing the tax and trusts offering within our Lifetime Planning practice, with a one day per week presence in Bury St Edmunds.

You will oversee tax compliance, estate planning and the preparation of trust accounts, while guiding junior team members and collaborating with our cross‑department