Tax & Trusts Manager

Salary/Rate:Market-leading Salary + Benefits
Job type:Perm
Town/City:Exeter
Location:Devon
Industry:Law Firm
Job ref:JB000893/83
Post Date:14. 01. 2025
Scroll

About the Role

Opportunity in a Leading Law firm.

The esteemed Tax and Trusts team at this firm is looking for a Trust Manager to offer thorough support to the Trust Director, Partners, and other colleagues. The role involves overseeing a portfolio of trusts, ensuring smooth and efficient administration while keeping precise records of time spent on client cases, following the firm's established guidelines.

The role is operational, requiring meticulous attention to trust management tasks, including coordination of annual trust accounts, tax returns, and overseeing compliance with regulatory updates.

The team supports:

  • Tax planning for individuals and wealth management
  • Succession planning to ensure smooth wealth transfer between generations
  • Establishment and administration of trusts and related entities
  • Governance advisory for family-owned enterprises
  • Trust dispute resolution
  • Will drafting and estate planning

The ideal candidate will be a qualified accountant or solicitor with experience in trust administration, demonstrating strong communication, organisational, and administrative skills.

The role requires:

  • Expertise in trust account coordination and tax compliance
  • Interaction with HMRC, trustees, beneficiaries, and investment managers
  • Oversight of payments, billing, and trust registration updates
  • Leadership skills to mentor junior team members
  • A proactive, professional approach, with adaptability and discretion

This is an opportunity to join a supportive, collaborative team and advance in a role that values innovation, responsibility, and a commitment to excellence.

More jobs from this recruiter

View All

Senior Manager - Transfer Pricing

Reading
Berkshire
Market-leading Salary + Benefits
Opportunity in a Big 4 firm. Our client, a leading professional services firm, is seeking an experienced Tax Specialist to join their dynamic team. This role offers the opportunity to work with multinational corporations, helping them optimise their global tax strategies and maintain a competitive edge in the international marketplace.

Director - Management Taxes

Edinburgh
City of Edinburgh
Outstanding Salary + Benefits
Opportunity in a Big 4 firm. This firm is actively recruiting a highly capable and driven professional to become an integral part of its specialised division. The ideal candidate will possess a unique blend of skills and enthusiasm to thrive in a dynamic environment.

Advisor - Expatriate Tax

Central London
London
Market-leading Salary + Benefits
Opportunity in a Big 4 firm. This firm is seeking an Expatriate Tax Advisor to join its team, where you will collaborate closely with the team to deliver exceptional client service, leveraging your strong tax technical expertise. This position offers a unique opportunity to develop client relationships and manage services that extend beyond tax compliance and advisory functions.

Senior Manager - Management Taxes

Edinburgh
City of Edinburgh
Market-leading Earnings
Opportunity in a Big 4 firm. This firm is offering a distinguished opportunity for a driven professional to join its Management Taxes team. The selected candidate will collaborate with our esteemed clients and intermediaries, providing a significant platform to enhance their professional network and contribute to the acquisition of new business.