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Tax & Trusts Manager

Focus Resourcing

Farnham, Surrey, United Kingdom Full-time July 09, 2026

Found Description

Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts.

As the Trust & Tax Manager, you will be responsible for:

Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals

Preparation of annual trust accounts and associated annual compliance matters

Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests

Arranging payment of tax and corresponding with HMRC as required

Dealing with FATCA and CRS compliance

Registering trusts on HMRC's trust register and maintaining the register

Liaising with trustees...

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