Trust & Tax Manager 

About the Firm

This highly regarded London law firm is consistently ranked among the UKs top practices for private client, family, and property work. Their clients include high-net-worth individuals, families, businesses, charities, and trusts all of whom benefit from the firms deep legal expertise and highly personalised approach. The firm is known for building long-term relationships and for handling sensitive, complex work with care and precision.

The internal culture is collaborative and open, with little hierarchy and a strong focus on working together across teams. Its a modern, forward-thinking environment that respects tradition without being constrained by it.

The Opportunity
The firm is looking for an experienced Trust & Tax Manager to join their well-established and award-winning Private Client team. This person will work alongside a close-knit team, managing a portfolio of trust and estate clients many of whom are high-net-worth individuals and families.

This is a technically focused role that requires strong compliance knowledge, attention to detail, and the ability to manage time-critical work in a high-standard service environment.

Key Responsibilities

• Preparing self-assessment tax returns for trusts, estates, and individuals
• Preparing CGT returns for UK property disposals
• Producing annual trust accounts and managing annual compliance
• Preparing inheritance tax returns (e.g. for 10-year charges, exit charges, life interest terminations)
• Arranging tax payments and corresponding with HMRC
• Managing FATCA and CRS compliance obligations
• Registering and maintaining trusts via HMRCs Trust Registration Service
• Liaising with trustees, beneficiaries, investment advisers, and other professionals
• Attending trustee meetings when appropriate
• Tracking deadlines and ensuring timely submissions and compliance

Note: This is not a people-management position.

Candidate Profile
Candidates should bring a significant relevant experience and confidence working with high-value clients in a professional environment. Excellent technical ability, organisation, and client communication skills are essential.

Requirements:

• Significant experience in trust and tax compliance
• Advanced Excel skills
• Proficient in Microsoft Word
• Excellent attention to detail and ability to manage deadlines
• Comfortable liaising with clients and professional advisers

Desirable:

• Experience using CCH tax/accounting software
• ATT or CTA qualified

Benefits & Rewards
The firm offers a competitive package and a culture that supports work-life balance and long-term career growth. Benefits include:

• Competitive salary (based on experience)
• 25+ days annual leave + bank holidays
• Generous pension contributions
• Private medical insurance
• Life assurance and income protection
• Flexible/hybrid working arrangements (5 days in 10 in the office)
• Ongoing professional development
• Inclusive and supportive team culture