I am representing a well-established law firm with a strong reputation for delivering high-quality legal services to clients, currently seeking a trusts and tax manager to join their Private Client Tax team.
In this role you will be in a client-facing position responsible for a portfolio of clients consisting of HNWI, families, trusts and charities. This is a great opportunity for a candidate to make a move from an accountancy firm to a well-established law firm in a client-facing position, where they can gain a strong level of support and professional development.
Responsibilities:
* Prepare self-assessment income tax returns and capital gains tax returns for a range of individuals, including trusts, estates and individuals
* Prepare annual trusts accounts and manage associated compliance requirements
* Prepare inheritance tax returns
* Dealing with FATCA and CRS compliance
* Register trusts and liaise with trustees, investment advisers etc
Experience required:
* ATT or CTA qualified
* 3+ years of experience in a similar role
* Previous experience working with trusts and estates
* Strong time management and organisational skills
Benefits
* 2-3 days in office a week
* Discretionary bonus + competitive salary
* Private medical insurance
* Season ticket loan
* Career development and additional training
What you need to do now
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