Tax & Trusts Manager

1 week ago

Bournemouth, Bournemouth, United Kingdom Lester Aldridge Full time £100,000 - £150,000 per year


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.
  • Foster collaboration and promote Lester Aldridge's core values: Clients, People, Teamwork, Ownership.

​

 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.
  • Collaborative team player with a flexible and proactive mindset.
  • Excellent communication and interpersonal skills across all levels.
  • Analytical and problem-solving abilities with a capacity to learn quickly.
  • Professional, credible, and tactful with a positive and enthusiastic personality.
  • Business-savvy with the ability to link solutions to strategic objectives.
  • 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.

Ready to make your mark in a firm that values excellence and innovation?

Apply today and take the next step in your career with Lester Aldridge.

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