Tax & Trusts Manager

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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.

Key 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.
• Foster collaboration and promote Lester Aldridge's core values: Clients, People, Teamwork, Ownership.

Skills & Competence

• 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.