Tax Manager

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- Accountancy & Finance Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Direct message the job poster from Sheridan Maine
- Accountancy & Finance Recruitment

Job Title: Trusts & Tax Adviser / Manager

Location: South West England (Hybrid/Flexible Working Considered)

Salary: Competitive, depending on experience

Hours: Full-time (Part-time and flexible working considered)

About the Role

We are seeking a skilled and proactive legal professional to join our Private Client team, specialising in Trusts and Tax matters. This role involves providing expert advice and services related to trust administration, personal tax compliance, and estate planning. You'll play a key role in supporting high-net-worth individuals, families, and trustees.

Key Responsibilities

General Fee Earning:

• Manage a personal caseload effectively, ensuring high levels of client service and professional standards.
• Meet billing and time-recording targets, maintain accurate file records, and manage work-in-progress and aged debtors.
• Monitor and communicate with clients regularly, rendering interim and final bills as appropriate.
• Collaborate with internal teams to cross-sell legal services and develop business opportunities.
• Contribute to the team’s ongoing development by mentoring support staff and participating in training and networking events.

Trusts & Tax Specific:

• Advise on and complete Trust Registration Service filings and annual declarations.
• Prepare and submit Trust and Individual Tax Returns, including associated forms (e.g., R185s, IHT
  100s).
• Handle estate income reporting and CGT submissions for property disposals.
• Draft trust documents such as Deeds of Appointment, Assignments, and Trustees’ Resolutions.
• Assist in preparing trust accounts and liaising with investment advisers.
• Advise on FATCA/CRS obligations and other compliance requirements.

What We’re Looking For

• Experience in Private Client work, with a strong focus on Trusts and Tax.
• Ability to handle complex matters with discretion and attention to detail.
• Strong written and verbal communication skills.
• Proficiency in MS Office (particularly Word and Excel).
• A proactive, organised, and collaborative working style.
• Relevant qualifications such as STEP, ATT, CTA, or solicitor/legal executive status preferred but not essential.
• 25 days annual leave plus bank holidays (with additional leave for birthdays and volunteering).
• Company pension scheme with employer contribution.
• Life assurance (4x salary).
• Health cash plan, including dental, optical, and specialist treatment support.
• 24/7 access to private GP services.
• Employee assistance programme.
• Legal services discounts (up to 50%).
• Cycle to Work and Electric Vehicle salary sacrifice schemes.
• Option to buy/sell annual leave and apply for sabbaticals.
• Regular staff social events.

• Seniority level
  
  Mid-Senior level

• Employment type
  
  Full-time

• Job function
  
  Accounting/Auditing
• Industries Accounting

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