Tax & Trusts Manager
3 weeks ago
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 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 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.
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Tax & Trusts Manager
4 weeks ago
Bournemouth, United Kingdom Lester Aldridge Full timeAre 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...
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Tax & Trusts Manager
1 week ago
Bournemouth, Bournemouth, United Kingdom Lester Aldridge Full time £100,000 - £150,000 per yearAre 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...
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Tax Manager
2 weeks ago
Bournemouth, United Kingdom Randstad Finance Full timeWe are partnering with a highly regarded professional services firm to secure a Tax Manager that will lead a small team in delivering excellence to their varied client base. This requires an individual who is keen to get involved in all areas of their clients' taxation requirements, both compliance and advisory, who can manage projects to ensure they are...
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Assistant Tax Manager
2 weeks ago
Bournemouth, United Kingdom hays-gcj-v4-pd-online Full timeAssistant Manager – Personal Tax | Hybrid | South RegionOur client, a highly respected independent accountancy firm, is looking for an Assistant Manager to join their Personal Tax team. With a strong reputation across the South and a people-first culture, this is a fantastic opportunity to work with high-net-worth individuals, trusts, partnerships, and...
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Tax Manager
2 weeks ago
Bournemouth, United Kingdom Randstad UK Full timeWe are partnering with a highly regarded professional services firm to secure a Tax Manager that will lead a small team in delivering excellence to their varied client base.This requires an individual who is keen to get involved in all areas of their clients’ taxation requirements, both compliance and advisory, who can manage projects to ensure they are...
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Tax Manager
2 weeks ago
Bournemouth, United Kingdom Randstad UK Full timeJob DescriptionWe are partnering with a highly regarded professional services firm to secure a Tax Manager that will lead a small team in delivering excellence to their varied client base.This requires an individual who is keen to get involved in all areas of their clients’ taxation requirements, both compliance and advisory, who can manage projects to...
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Trust Manager
4 days ago
Bournemouth, United Kingdom Randstad Finance Full timeAre you an experienced Trust Manager with a passion for private client work? Our Client is looking for a detail-driven and client-focused person to join our highly regarded Private Client team. This is a fantastic opportunity to manage a varied caseload, and build your expertise in a supportive, professional environment. Key Responsibilities: Draft trust...
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Trust Manager
2 weeks ago
Bournemouth, United Kingdom Randstad Finance Full timeOverview Are you an experienced Trust Manager with a passion for private client work? Our Client is looking for a detail-driven and client-focused person to join our highly regarded Private Client team. This is a fantastic opportunity to manage a varied caseload, and build your expertise in a supportive, professional environment. Key Responsibilities Draft...
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Trust Manager
1 week ago
Bournemouth, United Kingdom Randstad Finance Full time £125 - £150OverviewHave you got what it takes to succeed The following information should be read carefully by all candidates.Are you an experienced Trust Manager with a passion for private client work? Our Client is looking for a detail-driven and client-focused person to join our highly regarded Private Client team. This is a fantastic opportunity to manage a varied...
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Trust Manager
2 weeks ago
Bournemouth, United Kingdom Randstad Finance Full time £125 - £150OverviewCheck below to see if you have what is needed for this opportunity, and if so, make an application asap.Are you an experienced Trust Manager with a passion for private client work? Our Client is looking for a detail-driven and client-focused person to join our highly regarded Private Client team. This is a fantastic opportunity to manage a varied...
