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Trust and Private Client Tax Manager

Trust and Private Client Tax Manager

  • Location

    London, England

  • Sector:

    Personal Tax, Trusts

  • Type:

    Permanent

  • Salary:

    £58000. - £72500 per annum + PMI + Pension + Bens

  • Contact:

    Emma Rose

  • Contact Email:

    emma.rose@pro-tax.co.uk

  • Salary:

    72500

  • Salary:

    58000

  • Reference:

    BBBH45368EJR

  • Published:

    6 days ago

  • Duration:

    6 Months

  • Expiry Date:

    14 September 2019

  • Startdate:

    ASAP


An excellent opportunity for a Trust and Private Client Tax Compliance Manager has arisen within a Silver Circle law firm based in the historic Chancery Lane area. This person is required for a six-month contract ideally ion a full-time basis although there may also be scope for someone on a part-time basis.

This position offers an exciting opportunity to work with a prestigious client base made up of Non-Doms and High Net Worth Clients with UK or Offshore Trusts.

The Trust and Private Client Tax Compliance Manager will have varied responsibilities which include but are not limited to:

  • Managing the annual trust accounts completion and tax return cycle.
  • Preparing IHT returns for 10 year and exit charges.
  • Preparing for and attending meeting with trustees and investment managers
  • Acting as a first point of contact for all stakeholders
  • Preparation of simple legal documents
  • Registering Trusts and reporting of AEOI and Non-Resident Landlord Scheme
  • Preparing all personal tax compliance and advice for UK and non-UK domiciliaries



The ideal candidate for the Trust Manager will have solid trust and non-dom personal tax compliance experience gained in a family office, accountancy practice or law firm. They will ideally hold the STEP, CTA or ATT qualification.

To apply for this position please send your CV to emma.rose@pro-tax.co.uk or call Emma on 02072696325

The Pro-Recruitment Group consists of five distinct brands: Pro-Tax, Pro-Legal, Pro-Finance, Pro-HR and Pro-Marketing.