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My client is a global legal practice with multiple office locations across the south of England. Renowned for their excellent level of service to their clients, they have been experiencing year-on-year growth. As such, a new opportunity has become available for a specialist in Trusts Tax to join their team at either a Senior Manager or Manager level. This role offers hybrid working and an excellent bonus structure. This opportunity would suit someone who has excellent people skills and who is looking to develop their career within a friendly collaborative team that is widely recognised for its expertise in this area.
Your new role
You will:

• Work closely with partners, associates and also members of our growing Trust team.
• Be exposed to a wide range of trust work, including charities, and sits within the Firm's market-leading Private Client division.
• Managing a complex portfolio of domestic trusts and trust structures for a very high and varied calibre of client.
• Deliver and implement complex trust and estate planning advice to mainly UK clients in relation to the tax and trust law positions for trusts under management.
• Proactively managing and building client relationships, acting as the first point of contact for trustees, beneficiaries, and intermediaries.
• Oversee the timely reporting of trusts for CRS, FATCA, ATED, and the Trust Registration Service
• Manage relationships between grant-making and applicant charities, dealing with prospective beneficiaries, drafting deeds and associated policies
• Oversee and contribute towards the timely preparation of annual trust accounts and tax returns, as well as the personal tax compliance for a number of UK and non-UK domiciliaries. Advising on the relevant annual exemptions and reliefs and calculating the associated tax liabilities.
• Calculate the Inheritance Tax liabilities for complex trust structures and oversee the preparation of the Inheritance Tax returns. Dealing with HM Revenue and Customs, as required
• Monitor the performance of trust investments by reviewing investment reports and activating investment reviews. Preparing/reviewing trustees' investment policy statements and ensuring the agreed investment policies are enforced and remain appropriate.
• Review and interpret trust deeds and related documentation with input from the wider team, as appropriate. Preparing legal documentation, such as trustee resolutions and deeds of appointment.
• You will have a lot of client contact and be expected to take part in client meetings and liaise independently with clients, beneficiaries, banks, investment managers and other professional advisers such as valuers and accountants.

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