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Trust And Tax Manager
Job in
City Of London, Central London, Greater London, England, UK
Listed on 2026-07-11
Listing for:
Law Staff Ltd
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Tax Manager, Tax Accountant, Tax Advisor, Financial Compliance -
Accounting
Tax Manager, Tax Accountant, Tax Advisor, Financial Compliance
Job Description & How to Apply Below
Are you a Trustand Tax professional looking to join a highly regarded firm offering a competitive salary, 25 days' holiday plus purchase options, private medical insurance, pension, performance bonus, hybrid working and more? This is an excellent opportunity to join an award-winning Private Client team working with high-net-worth individuals and complex trust and tax matters.
About the Firm- Highly respected firm named as one of The Times' Best Law Firms
- Renowned for private client, property and family law expertise
- Acts for high-net-worth individuals, trusts, charities and businesses
- Collaborative culture with high-quality, engaging work
You will join a specialist Private Client team, managing trust accounts and tax matters for a portfolio of high-net-worth clients. This role offers exposure to complex work within a collaborative environment, without line management responsibility.
Key Responsibilities- Preparing self-assessment income tax returns and CGT returns for trusts, estates and individuals
- Preparing annual trust accounts and managing compliance matters
- Handling inheritance tax returns including 10-year and exit charges
- Liaising with HMRC and arranging tax payments
- Managing FATCA and CRS compliance
- Registering and maintaining trusts on HMRC's trust register
- Liaising with trustees, beneficiaries and professional advisers
- Attending trustee meetings where appropriate
- Monitoring deadlines and key dates
- Supporting the overall delivery of private client services
- Minimum 3 years' experience in trust accounting and tax
- Strong experience preparing trust accounts and tax returns
- Excellent analytical and communication skills
- Advanced Excel skills and strong Microsoft Word knowledge
- Experience with CCH tax and accounting systems desirable
- ATT or CTA qualification advantageous
- Highly organised with strong attention to detail
- Ability to manage a busy workload and meet deadlines
- Competitive salary (DOE)
- 25 days' holiday plus purchase options
- Hybrid working (after onboarding period)
- Private Medical Insurance and health cash plan
- Pension and life assurance
- Performance bonus and commission on new business
- Ongoing training and career development
- Inclusive culture with strong work-life balance focus
- And more
In accordance with The Conduct of Employment Agencies and Employment Businesses Regulations 2003
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