Trust & Tax Manager

We are looking for a Trust & Tax Manager to join our award-winning Private Client department.

Working as part of a team of six, the ideal candidate will have a minimum of 3 years’ experience, be confident, able to work to deadlines and manage a busy workload. We need someone who is experienced in preparing and managing trust and tax accounts for our clients, many of whom are HNW, and families. An eye for detail, solid trust accounting experience and a good knowledge of compliance matters are amongst the skills we are looking for.

The day-to-day work will include:

• Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals
• Preparation of annual trust accounts and associated annual compliance matters
• Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests
• Arranging payment of tax and corresponding with HMRC as required
• Dealing with FATCA and CRS compliance
• Registering trusts on HMRC’s trust register and maintaining the register
• Liaising with trustees, beneficiaries, investment advisers and other professionals
• Attending annual trustee meetings where appropriate
• Being aware of key dates, e.g. birthdays of beneficiaries and meeting deadlines, e.g. for the submission of tax returns and payment of tax.

Skills and competencies

• Diligent
• Excellent analytical and communication skills
• Advanced knowledge of Excel
• A good knowledge of Microsoft Word
• A good knowledge of CCH tax and accounting is strongly desired.

Preferred qualifications

• ATT or CTA a plus.

We’re focused on attracting and looking for brilliant minds from every background. So, if you’re ready to join a firm that’s looking ahead to their next 300 years, we’re keen to hear from you.

Additional information

Along with a competitive salary we offer a comprehensive package of benefits that ensure you are rewarded for your hard work whilst giving you a great work-life balance.

Applying is simple: please send us your CV with a covering letter. Applications should be addressed to: [email protected] .

About Us

At Hunters Law LLP, we are particularly known for our private wealth, property, and family law practices. We also offer advice in heritage law, company & commercial, litigation, and charities. We are based in beautiful Lincoln’s Inn, the birthplace of British law.

Our clients, ranging from individuals to businesses, trusts, and charities, receive a personalised service and expertise. As a top-ranked firm, we handle high-profile cases but ensure engaging work at all levels. All our clients have a dedicated partner and team, which means we prioritise collaboration – and you won’t find much hierarchy behind closed doors.

At Hunters Law LLP, we are particularly known for our private wealth, property, and family law practices. We also offer advice in heritage law, company & commercial, litigation, and charities. We are based in beautiful Lincoln’s Inn, the birthplace of British law.

Our clients, ranging from individuals to businesses, trusts, and charities, receive a personalised service and expertise. As a top-ranked firm, we handle high-profile cases but ensure engaging work at all levels. All our clients have a dedicated partner and team, which means we prioritise collaboration – and you won’t find much hierarchy behind closed doors.