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For Companies At a Glance
- Tasks: Manage tax compliance and provide expert advice for individuals, trusts, and estates.
- Company: Join Lester Aldridge, a dynamic legal firm focused on client success.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Why this job: Make a real impact in a role that values your expertise and autonomy.
- Qualifications: 10+ years in tax compliance with strong trust law knowledge.
- Other info: Empowering environment with opportunities for growth and innovation.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Are you a seasoned tax and trusts professional ready for a new challenge in a dynamic and client-focused legal environment? Lester Aldridge is seeking a highly skilled and motivated Tax and Trusts Manager to join our renowned Private Client team. If you are looking for high levels of autonomy in your role, this is a fantastic opportunity.
Responsibilities
- Manage tax compliance filing obligations for a diverse caseload of individuals, trusts, and estates
- Prepare Self Assessment and CGT returns for individuals, trusts, estates, and partnerships
- Produce annual trust accounts and oversee trust administration
- Provide ad hoc tax advice and draft declarations of trust for income tax and CGT planning
- Prepare inheritance tax returns for 10-year anniversary charges, exit charges, and life interest terminations
- Handle trust terminations, including deeds of appointment, tax filings, trustee statements, and fund distributions
- Register and maintain trust and estate records on HMRC’s Trust Registration Service (TRS)
- Prepare annual ATED returns and relief claims
- Manage FATCA and CRS compliance for trusts and the firm’s trust corporation
- File Swiss withholding tax repayment claims (Form 86)
- Lead clients through the transition to Making Tax Digital
- Liaise with trustees, beneficiaries, investment managers, and other professionals
- Maintain strong client relationships and deliver exceptional service
- Record time efficiently and manage monthly billing
- Stay current with tax legislation and best practices
- Uphold confidentiality and handle sensitive information with discretion
Qualifications
- Minimum 10+ years’ experience in tax compliance
- Strong understanding of trust law and tax legislation
- Proven ability to manage a caseload independently and under pressure
- Exceptional organisational and time management skills
- Empathetic approach to client service, especially with older individuals
- Collaborative team player with a flexible and proactive mindset
- Excellent communication and interpersonal skills across all levels
- Analytical and problem-solving abilities with a capacity to learn quickly
- Professional, credible, and tactful with a positive and enthusiastic personality
- Business-savvy with the ability to link solutions to strategic objectives
- Willingness to adapt working hours to meet non-routine demands
Why Join Lester Aldridge?
At Lester Aldridge, we believe in empowering our people to thrive. You’ll be part of a supportive team that values your expertise, encourages growth, and celebrates success. We offer a competitive salary, professional development opportunities, and a culture that puts clients and colleagues at the heart of everything we do.
Ready to make your mark in a firm that values excellence and innovation? Apply today and take the next step in your career with Lester Aldridge.
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Tax & Trusts Manager employer: Lester Aldridge
Contact Detail:
Lester Aldridge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax & Trusts Manager
✨Network Like a Pro
Get out there and connect with people in the tax and trusts field. Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience and how it aligns with their needs. We want to see you confidently discuss your past successes and how you can bring value to their team. Remember, you’re not just looking for a job; you’re showcasing your expertise!
✨Prepare for Interviews
Do your homework before any interview! Research the company, understand their values, and think about how your skills fit into their culture. We suggest practising common interview questions and preparing some thoughtful questions of your own. This shows you’re genuinely interested and ready to engage.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect with us directly. So, go ahead and hit that apply button!
We think you need these skills to ace Tax & Trusts Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Tax & Trusts Manager role. Highlight your 10+ years of experience in tax compliance and any specific achievements that showcase your understanding of trust law and tax legislation.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for client service and how your empathetic approach can benefit our clients, especially older individuals. Don’t forget to mention your collaborative spirit!
Showcase Your Skills: In your application, be sure to highlight your exceptional organisational and time management skills. We want to see how you manage a diverse caseload independently and under pressure, so share specific examples!
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this fantastic opportunity!
How to prepare for a job interview at Lester Aldridge
✨Know Your Tax Stuff
Make sure you brush up on the latest tax legislation and trust law before your interview. Being able to discuss recent changes or trends in tax compliance will show that you're not just knowledgeable but also proactive about staying current in your field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your empathetic approach, especially when dealing with older clients, as this aligns with the firm's values of exceptional service and support.
✨Demonstrate Organisational Prowess
Be ready to talk about how you manage a diverse caseload under pressure. Share specific strategies or tools you use to stay organised and efficient, as this role requires exceptional time management skills.
✨Be a Team Player
Lester Aldridge values collaboration, so come prepared to discuss how you've worked effectively within a team. Share instances where your flexible and proactive mindset contributed to a successful project or outcome.
