At a Glance
- Tasks: Manage diverse tax portfolios and ensure compliance for individuals, trusts, and estates.
- Company: Join a respected legal firm with a strong regional presence and collaborative culture.
- Benefits: Competitive salary, attractive benefits package, and genuine career progression opportunities.
- Other info: Flexible working across multiple offices in Lincolnshire and Yorkshire.
- Why this job: Take ownership of a rewarding caseload and make a real impact in tax planning.
- Qualifications: 5+ years in tax compliance with strong knowledge of trust taxation.
We are proud to be working in partnership with a highly successful and well-established legal firm seeking to appoint an experienced Private Tax Manager 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 Private Tax Manager role, please apply now.
Private Tax Manager in Lincoln employer: Chase and Holland
Join a highly respected legal firm in Lincoln, where you will enjoy a supportive and collaborative work culture that values your expertise as a Private Tax Manager. With a competitive salary and an attractive benefits package, this role offers genuine autonomy and the opportunity for long-term career progression within a firm known for its strong regional presence and commitment to employee development.
StudySmarter Expert Advice🤫
We think this is how you could land Private Tax Manager in Lincoln
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal and tax sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your past work in tax compliance and management. This can include case studies or examples of how you’ve tackled complex tax issues. It’s a great way to demonstrate your skills during interviews.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors. Focus on articulating your experience with trust taxation and compliance clearly. The more comfortable you are discussing your background, the more confident you’ll appear to potential employers.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your qualifications. Plus, it shows you’re serious about joining our team. Don’t miss out on this opportunity!
We think you need these skills to ace Private Tax Manager in Lincoln
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your tax compliance experience and any relevant qualifications to show us you're the right fit for the Private Tax Manager role.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about tax management and how your background aligns with our firm's values. Keep it concise but engaging, and don’t forget to mention your interest in working with our Wills, Estates & Tax Planning team.
Showcase Your Technical Knowledge:Since this role requires strong technical knowledge of trust taxation, make sure to include specific examples of your expertise in your application. We want to see how you've tackled complex tax issues in the past and how you can bring that experience to our team.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Chase and Holland
✨Know Your Tax Stuff
Make sure you brush up on your technical knowledge of trust taxation and relevant legislation. Be prepared to discuss specific cases or scenarios where you've successfully managed tax compliance obligations, as this will show your expertise and confidence in the field.
✨Showcase Your Organisational Skills
Since the role requires excellent organisational skills, think of examples from your past work where you effectively managed a diverse portfolio. Highlight how you prioritised tasks and ensured compliance while maintaining attention to detail.
✨Communicate Like a Pro
Professional and confident communication is key in this role. Practice articulating your thoughts clearly and concisely. You might even want to prepare for potential questions about liaising with trustees and beneficiaries, as this will demonstrate your interpersonal skills.
✨Emphasise Autonomy and Responsibility
This position offers genuine autonomy, so be ready to discuss how you've taken ownership of your work in previous roles. Share examples that illustrate your ability to manage your own caseload independently and how you’ve contributed to a collaborative team environment.
