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Wealth and Succession Planning Expert

2 months ago


Birmingham, Birmingham, United Kingdom VWV Full time

About the Role

VWV is a leading UK law firm seeking a highly skilled Tax and Trusts Manager to join our Directory-rated private client team. As a key member of our team, you will play a vital role in providing expert tax and trusts advisory services to our clients.

Key Responsibilities

  • Liaise with clients on succession and tax planning advice, ensuring seamless communication and delivery of high-quality services.
  • Attend trustee meetings, prepare minutes, and oversee trust accounts and tax returns to ensure accuracy and compliance.
  • Calculate trustees' tax liabilities, prepare and review policy statements, and deal with trust payments and distributions.
  • Work collaboratively with colleagues across offices to provide a seamless 'one stop shop' service for our clients.

About You

We are looking for a highly experienced Tax and Trusts Manager with a strong background in tax and trusts advisory services. You will have excellent communication and interpersonal skills, with the ability to work effectively in a team environment. If you are passionate about delivering high-quality services and have a love of team endeavour, we would love to hear from you.

Our Culture

VWV is a Top 100 law firm with a close-knit and friendly culture. We value diversity and inclusivity, and we are committed to creating an environment where everyone feels valued and supported. If you require any special adjustments to be made in order to be considered for this role, please do not hesitate to contact us.