MANAGER / SENIOR MANAGER TAX & TRUSTS – GUILDFORD or LONDON – 70 – 85K JOB REF: HS0093

Overview

In this role you support a law firm’s Private Client team by delivering accounting and tax advisory services to trustees, executors and high net-worth individuals. You lead client relationships, manage a caseload, and identify tax planning opportunities to drive value. You oversee trust, estate, and tax work, ensuring compliance across UK and overseas matters, while mentoring junior staff. The position blends accounting with advisory duties in a collaborative, hybrid-working environment.

Pay / Benefits

• Hybrid working (50% from home)
• great benefits
• amazing salary

Responsibilities

• Undertake fee-earning work and contribute to division profitability
• Lead client relationships and progress matters to closure
• Liaise with clients, intermediaries, and tax authorities
• Identify and advise on tax planning opportunities for clients
• Supervise and prepare trust and estate accounts
• Prepare company, personal, estate and trust tax computations and related HMRC forms
• Generate accounting reports for UK and overseas tax compliance
• Assist in overseeing the team’s caseload of individuals, trusts and estates
• Prepare tax forms (SA100, SA900, IHT100, CT600) and CGT calculations
• Prepare trust, estate accounts and 60-day CGT submissions
• Prepare non-resident trust tax pool calculations
• Engage in business development and support/mentor Trainee Tax and Accounts Manager

Key requirements

• Previous accounting experience advising private clients
• ATT qualification (minimum)
• Knowledge and experience of UK Trusts
• Ability to supervise a team
• Good communication skills
• Ability to plan and prioritise under pressure
• Competent user of business information systems and advanced MS Excel

• communication
• planning and prioritisation
• leadership/mentoring
• UK Trusts knowledge
• tax compliance and computations
• trust and estate accounting

…