At a Glance
- Tasks: Prepare trust and personal tax returns while advising clients on complex tax matters.
- Company: Join a boutique legal practice focused on private client services and tax expertise.
- Benefits: Enjoy a collaborative culture with opportunities for professional growth and development.
- Why this job: Be part of a supportive team where clear communication and technical skills shine.
- Qualifications: Solid experience in trust compliance and tax planning is essential.
- Other info: Exclusive access to hidden job opportunities through our specialised recruitment services.
The predicted salary is between 48000 - 72000 £ per year.
Overview
We are recruiting for a legal practice that is looking for a Trust Tax Manager to support their private client team. You will prepare trust and personal tax returns, handle IHT reporting, and provide planning advice that helps trustees and beneficiaries navigate what is often a complex space. You’ll also deal with HMRC, stay on top of the Trust Registration Service, and liaise with solicitors and other advisors to make sure clients are getting the best all-round support. This is the kind of role where clear communication matters just as much as technical accuracy.
Responsibilities
Prepare trust and personal tax returns, handle IHT reporting, and provide planning advice to help trustees and beneficiaries navigate complex tax matters. Manage HMRC interactions, stay current with the Trust Registration Service, and liaise with solicitors and other advisors to ensure comprehensive client support.
Requirements and experience
If you’ve got solid experience in trust compliance and tax planning—and enjoy bringing calm and clarity to busy people—you’ll do well here. The team is collaborative, the work is interesting, and the culture feels more boutique than corporate.
Why partner with us
Why Partner With Us To Secure Your Next Role? We specialise in tax recruitment, working with boutique consultancies and global firms that trust us to deliver top-tier talent. Many of our roles are exclusive and not advertised elsewhere—so you’re already ahead by being here. But it’s more than just access to hidden opportunities. We take the time to understand your unique skills, career aspirations, and personal goals. By partnering with us, you’ll gain a trusted advisor who’s invested in your success—every step of the way.
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Trust Tax Manager employer: Creative Tax Recruitment
Contact Detail:
Creative Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Tax Manager
✨Tip Number 1
Network with professionals in the trust and tax sector. Attend industry events or join relevant online forums to connect with others who work in similar roles. This can help you gain insights into the job market and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest changes in tax legislation and trust regulations. Subscribe to newsletters or follow relevant blogs to ensure you’re knowledgeable about current trends, which will impress potential employers during interviews.
✨Tip Number 3
Prepare for interviews by practising common questions related to trust tax management. Focus on articulating your experience with HMRC interactions and IHT reporting, as these are crucial aspects of the role.
✨Tip Number 4
Showcase your communication skills by preparing examples of how you've effectively liaised with clients and other advisors in the past. Clear communication is key in this role, so be ready to demonstrate your ability to simplify complex information.
We think you need these skills to ace Trust Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in trust compliance and tax planning. Use specific examples that demonstrate your ability to prepare trust and personal tax returns, handle IHT reporting, and provide planning advice.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the importance of clear communication in tax matters. Mention your experience with HMRC and the Trust Registration Service, and how you can contribute to the private client team.
Highlight Relevant Skills: In your application, emphasise skills such as attention to detail, problem-solving, and your ability to work collaboratively with solicitors and other advisors. These are crucial for ensuring comprehensive client support.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your professionalism and attention to detail, which is vital in the legal and tax sectors.
How to prepare for a job interview at Creative Tax Recruitment
✨Understand the Role
Make sure you have a clear understanding of the Trust Tax Manager role. Familiarise yourself with trust compliance, personal tax returns, and IHT reporting. This will help you answer questions confidently and demonstrate your expertise.
✨Showcase Communication Skills
Since clear communication is crucial in this role, prepare examples of how you've effectively communicated complex tax matters to clients or colleagues in the past. This will highlight your ability to simplify intricate topics.
✨Research the Company
Take some time to learn about the legal practice you're interviewing with. Understand their values, culture, and the types of clients they serve. This knowledge will allow you to tailor your responses and show genuine interest.
✨Prepare Questions
Have a list of thoughtful questions ready to ask at the end of the interview. Inquire about the team dynamics, the challenges they face in trust tax management, and how success is measured in the role. This shows your enthusiasm and engagement.