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Tax & Trusts Manager

Employer
JMC Legal Recruitment
Location
England, East Sussex, Lewes
Salary
£60000 - £70000 per annum
Closing date
27 Feb 2025
Reference
BBBH54983
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Job Details


Tax and Trusts Manager | Legal 500 firm | East Sussex

By joining this highly regarded Legal 500 ranked firm, you will be working with leading Partners in the region. This highly regarded firm punches well above its weight and has a track record of attracting legal talent from the City.

Due to continued growth, are seeking an experienced Tax and Trusts Manager to join, specialising in trust tax returns and personal tax returns for high-net-worth individuals. You will be comfortable working and advising in personal tax, capital gains and trust matters.

The Firm

This firm really has achieved their objective of providing the best possible legal service combined with maintaining the highest ethical standards.

This firm is sympathetic and supportive throughout, and this reflects in their great employee retention rates, sense of fun throughout every department, interdepartmental teamwork and cohesion, and close relationships with their clients

The long-standing heritage of the firm gives them a consistent and reliable client base to generate new work with a heavy focus on HNW clients.

The Role:

  • This firm are looking for a seasoned Tax and Trusts Manager with expertise in trust and personal tax services for high-net-worth clients.
  • This role demands proficiency in personal tax, capital gains, and trust matters, with a proven ability to offer strategic advice and ensure tax compliance.

In this role you will handle a range of matters including:

  • Trust and Estate Tax Returns: Prepare and manage tax compliance for a diverse portfolio of trusts and estates.
  • Personal Tax Filings: Accurately prepare and submit personal tax returns, ensuring full compliance with HMRC standards.
  • HMRC Trust Registration: Utilize a solid understanding of the HMRC trust registration service.
  • Strategic Tax Planning: Advise clients and trustees on tax planning strategies, optimising efficiency and minimizing liabilities.
  • Client Collaboration: Liaise with clients, trustees, and third-party professionals to gather and confirm tax information.
  • Legislative Expertise: Stay current with tax legislation and apply knowledge effectively to client needs.
  • Client Support: Address complex tax questions and ensure timely, insightful communication.
  • Cross-functional Collaboration: Partner with legal teams on tax aspects of private client matters and provide guidance to other team members.
  • Compliance and Record-keeping: Ensure all filings meet deadlines and maintain records per regulatory requirements.

Requirements:

  • You must be an experienced Tax and Trusts Manager or gained experience in a similar role likely within the legal sector, focusing on personal and trust tax services
  • ATT/CTA qualification (or equivalent) preferred, with STEP certification desirable.
  • In-depth knowledge of UK tax laws, especially in personal and trust taxation.
  • Excellent communication, client management skills, and a strong attention to detail.
  • Ability to work independently and collaboratively in a team.

On offer:

  • Opportunity to work with a prestigious client base, including high-net-worth individuals and intricate trusts.
  • Supportive, growth-oriented environment with opportunities for ongoing training and development.
  • The position offers a base salary up to £70,000 depending on experience, along with an exceptional benefits package

This is a great opportunity for a Tax and Trusts Manager to join this flourishing heavyweight law firm in East Sussex.

Apply now for immediate consideration or please call for a confidential conversation.

Company

JMC Legal Recruitment was founded by highly experienced Legal Recruitment Consultant, Jason Connolly. His motivation to establish JMC was to create a refreshingly friendly agency with a truly consultative approach and who are always a pleasure to deal with.

We're a dynamic business with our sights set high and a growing client base spanning the country. We believe that in any business the most valuable assets are the people – and it’s true of JMC, too. Whether dealing with candidates or firms, our consultants’ passion for legal recruitment and excellent market knowledge always shines through.  Our state of the art software means our consultants are more accessible to you and we keep ahead of the curve in the changing legal landscape to ensure you are always given up to date advice.

What can you expect from us? We will always manage your expectations and come back to you with updates as soon as they become available. We pride ourselves on the highest level of integrity, as we understand that when looking for a new role or member of staff it is often highly confidential. You will find that we always take the time to really listen and understand before we advise. We will get to know you, taking into account not just technical ability, but personality and cultural fit. We’re also easy to get hold of; we appreciate that when looking for a new role it can be difficult to talk during the working day, so we will make ourselves available and find a time that works for you. Give us a call and talk to one of our friendly team today. We’re waiting to help you.

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