Trusts and Tax Manager

We are looking for a Tax and Trust manager to join our busy Wealth Protection team and handle a varied portfolio of matters.

This is a standalone, highly regarded role in our team. You will work alongside our wider specialist Wealth Protection team - experienced in managing and implementing the strategies required to safeguard our clients’ personal wealth and business assets. The team is renowned for providing the specialist knowledge needed for even the most sensitive of cases.

You will have the opportunity to develop and grow this workstream. Our expertise ranges from the preparation of Wills and trusts, estate administration, inheritance tax and succession planning to legal advice concerning mental capacity issues, dealing with the Court of Protection and charity law matters. Our clients expect solutions that combine expertise, diligence and imagination to protect their assets and safeguard their wealth both short and long term.

Thoughtful and informed planning as well as professionally executed strategies are the hallmarks of the service provided by Shoosmiths' Wealth Protection team. They have proven expertise in advising a wide range of high net worth and ultra-high net worth with a variety of backgrounds and sources of wealth.  

We can recruit our Tax & Trusts Manager to a number of our regional locations so please get in touch if you're interested and we can discuss your requirements.

• The efficient and effective management of our trust portfolio on a day-to-day basis with responsibility for tasks including making payments to HMRC and beneficiaries, investment of trust funds, cash flow management, management of annual trust accounts and tax returns, FATCA registration and all HMRC and all other necessary compliance tasks.
• Ensuring that all deadlines are met on tax payments, income tax and inheritance tax return submissions and income / capital distributions to beneficiaries.
• Completing the preparation and submission of annual tax returns of both in-house and external clients.
• Completing the preparation and submission of any necessary inheritance tax returns of both in-house and external clients.
• On occasion, assisting with estate administration matters relating to tax or trusts including the preparation of estate accounts, trust accounts, estate tax returns and tax deduction certificates.
• Providing clear and concise tax advice and reports relating to trust matters and other estate planning when required including guidance and advice on all personal tax issues to clients, either directly or via colleagues in a supporting role.
• Undertaking research into tax issues and to provide updates to the wider Wealth Protection team on changes to the tax regime.

In addition to the above, the Tax and Trust manager will utilise a number of different systems and protocols on a day-to-day basis and will also be responsible for identifying improvements to these systems. 

• Qualified Chartered Accountant, CTA or ATT or experience in an equivalent role.
• Ideally STEP qualified but this is not essential.
• Ability to develop and grow the Tax and Trust team and workstreams.
• Demonstrable experience of estate/trust accounts and tax return preparation (of all types) is essential.
• Thorough understanding of general legal and taxation principles of estate/trust administration and personal taxation. 
• Knowledge of SRA principles to ensure full compliance is preferable but in house training can be provided.
• To be considered you will have worked in a similar role advising clients with trust and tax matters where you will liaise with intermediaries such as stockbrokers, insurance brokers and land agents.
• As well as having a strong technical background, you should also be confident in client management and have the ability to build relationships easily with both new and existing clients.
• Good organisational and time management skills are essential.
• Must have the ability to work unsupervised.

Shoosmiths is a committed Equal Opportunities employer promoting equality of opportunity. This means that everyone who either applies to or works for the firm is treated equally, whatever their gender, age, ethnic origin, nationality, marital status, disability, sexual orientation or religious beliefs.