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- Tasks: Manage trusts and prepare tax returns for clients, ensuring compliance and communication with HMRC.
- Company: Join a top-rated Legal 500 law firm known for its high-quality personal service and awards.
- Benefits: Enjoy hybrid working, private medical insurance, bonuses, and 25 days holiday.
- Why this job: This role offers career growth in a supportive team, perfect for detail-oriented professionals.
- Qualifications: ATT or CTA preferred with 3 years' experience and strong Microsoft Office skills.
- Other info: Ongoing training and development opportunities available to enhance your career.
The predicted salary is between 43200 - 72000 £ per year.
Our client is a Legal 500 law firm with numerous awards including The Times Top Companies to work for 2024 and Top Private Client Firms 2024, with a strong reputation for providing high-quality, personal service to a broad range of clients including high-net-worth individuals, families, trusts, charities, and businesses. They now have a fantastic opportunity for a Trust and Tax Manager to join its Private Client Department.
This role involves managing the administration of multiple trusts and preparing annual tax returns for beneficiaries and other clients. The successful candidate will act as the named fee earner on each matter, working closely with a Partner who retains overall responsibility.
Responsibilities of the role will include:
- Preparing self-assessment income tax and land disposal CGT returns for trusts, estates, and individuals
- Preparing annual trust accounts and managing associated compliance
- Preparing inheritance tax returns (exit charges, ten-year charges, termination of life interests)
- Coordinating payment of tax and communicating with HMRC
- Ensuring FATCA and CRS compliance
- Registering and maintaining trust details on HMRC’s Trust Registration Service
- Liaising with trustees, beneficiaries, investment advisers, and other professionals
- Attending trustee meetings as required
- Monitoring key dates (e.g., beneficiary birthdays) and ensuring all deadlines are met
The ideal Tax & Trust Manager will have the following:
- Qualifications: ATT or CTA preferred
- Minimum 3 years in a similar role
- Strong proficiency in Microsoft Word and Excel
- Experience using CCH tax and accounting software highly desirable
- Strong written and verbal communication skills
- High attention to detail and accuracy
- Effective time management with the ability to manage a busy workload independently
- Self-motivated and comfortable working both autonomously and as part of a team
The firm offers excellent benefits which include:
- Hybrid working alternating between 2 and 3 days per week in-office (full-time office presence for first 6 weeks)
- Post-probation benefits (after 6 months): Fee Earners Commission
- Discretionary Bonus Scheme
- Private Medical Insurance (PMI)
- Health Cash Plan
- 25 days holiday
- Season Ticket Loan
- Wellbeing subscription
- Eye test contribution
- Option to buy additional holidays
- Pension scheme
- Long Service Recognition
- Ongoing training and development opportunities (subject to departmental needs)
This is an excellent opportunity for a detail-oriented and experienced professional to join a highly regarded private client team, offering both challenge and long-term career development within a supportive environment. Apply now to take the next step in your private client career.
Contact Detail:
Clayton Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust & Tax Manager
✨Tip Number 1
Network with professionals in the legal and tax sectors. Attend industry events or webinars where you can meet people who work in similar roles. This can help you gain insights into the firm’s culture and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the latest developments in trust and tax legislation. Being knowledgeable about current laws and regulations will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare specific examples from your past experience that showcase your attention to detail and time management skills. Be ready to discuss how you've successfully managed multiple tasks or projects, as this is crucial for the Trust & Tax Manager role.
✨Tip Number 4
Research the firm’s values and recent achievements. Understanding their reputation and what they stand for will allow you to tailor your conversations and show how you align with their mission during the interview process.
We think you need these skills to ace Trust & Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in trust and tax management. Emphasise your qualifications, such as ATT or CTA, and detail your proficiency with Microsoft Word, Excel, and any tax software you've used.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention specific experiences that demonstrate your ability to manage trusts and prepare tax returns, and explain why you are a good fit for their private client department.
Highlight Key Skills: In your application, focus on key skills mentioned in the job description, such as attention to detail, time management, and communication skills. Provide examples of how you've successfully applied these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial for a Trust & Tax Manager role.
How to prepare for a job interview at Clayton Legal
✨Know Your Tax Regulations
Brush up on the latest tax regulations and compliance requirements relevant to trusts and estates. Being able to discuss these confidently will show your expertise and readiness for the role.
✨Demonstrate Attention to Detail
Prepare examples from your past work that highlight your attention to detail, especially in managing trust accounts and preparing tax returns. This is crucial for the role, so be ready to showcase your accuracy.
✨Showcase Your Communication Skills
Since the role involves liaising with various stakeholders, practice articulating your thoughts clearly. Be prepared to discuss how you’ve effectively communicated complex information to clients or colleagues in the past.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage multiple deadlines. Think of specific situations where you successfully navigated challenges in your previous roles.
