Trust & Tax Manager - Private Client Team

RGH-Global

  • London
  • Permanent
  • Full-time
  • 1 month ago
  • Apply easily
Trust & Tax ManagerAbout the FirmThis 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

RGH-Global