At a Glance
- Tasks: Manage complex trust structures and provide expert tax guidance to high-net-worth clients.
- Company: Respected regional law firm known for its collaborative culture and high-quality work.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth in a dynamic and respected team.
- Why this job: Join a leading firm and make a real impact on clients' wealth management.
- Qualifications: Experience in trusts and tax with strong advisory skills.
The predicted salary is between 60000 - 80000 £ per year.
Your new firm Our client is a highly respected regional law firm with a strong reputation for advising high-net-worth individuals, families, trustees and business owners on complex private wealth matters.
Recognised in leading legal directories, the firm is known for its collaborative culture, high-quality work and commitment to developing its people.
The Private Wealth team advises on a broad range of trusts, tax and estate planning matters and acts for clients with substantial and often multi-generational wealth.
Your new role This is an exciting opportunity for an experienced Trusts Tax professional to join a well-established Private Wealth team in a senior capacity.
Working closely with partners, solicitors, trustees, financial advisers and other professional contacts, you will play a key role in the management and administration of complex trust structures while providing specialist tax support and guidance across a varied client base.
Your responsibilities will include overseeing the administration of discretionary, interest in possession, lifetime and will trusts, preparing and reviewing trust accounts, managing TRS registrations and compliance requirements, and handling income tax, capital gains tax and inheritance tax reporting obligations.
You will also advise on trust structuring, wealth preservation and succession planning matters, support annual trust reviews and assist trustees in fulfill...
Tax, Trusts & Estates Manager in Surrey employer: Hays Specialist Recruitment Limited
Join a forward-thinking IT team where your expertise in Dynamics 365 and Power Platform will be valued and nurtured. We offer a flexible hybrid working environment, a comprehensive benefits package, and ample opportunities for professional growth, ensuring that you can thrive both personally and professionally while contributing to impactful projects. Our collaborative work culture encourages innovation and supports your development as you help shape critical business solutions.
Contact Details:
Hays Specialist Recruitment Limited Recruitment Team
