Are you an experienced tax professional looking to take ownership of a varied and rewarding caseload within a leading law firm? Our Wills, Estates & Tax Planning team is seeking a skilled Tax and Trusts Manager to manage complex compliance obligations and provide expert support to clients and colleagues.
This is an excellent opportunity for someone with strong technical knowledge and proven experience in tax compliance who enjoys working independently and delivering exceptional service.
This role can be based at our office in Grimsby, Lincoln, York, Louth, or Hull.
What you’ll be doing:
You’ll play a key role in managing tax and trust matters for a diverse portfolio of individuals, trusts, and estates. Your responsibilities will include:
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Managing tax compliance obligations for individuals, trusts, and estates
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Preparing Self-Assessment and Capital Gains Tax returns for individuals, trusts, estates, and partnerships
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Preparing Inheritance Tax returns for 10-year anniversary charges, exit charges, and life interest terminations
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Producing annual trust accounts and overseeing trust administration
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Registering and maintaining trust and estate records on HMRC’s Trust Registration Service (TRS)
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Liaising with trustees, beneficiaries, investment managers, and other professionals
What we’re looking for:
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A minimum of 5 years’ experience in tax compliance
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Someone who possess a strong understanding of trust law and tax legislation
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Demonstrates exceptional organisational and time management skills
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Communicates confidently and professionally with clients and stakeholders
With a full-service offering and a client base ranging from loyal, local communities to national and overseas businesses, Wilkin Chapman continues to grow, while our emphasis remains firmly on quality and innovation.
We know that happy, motivated employees are good for business, and a strong, forward-looking culture benefits everyone. Providing the tools and support to enable our people provides the foundation for success.
Our roots go back more than 120 years and we are now the largest law firm in Lincolnshire and East Yorkshire, with four regional offices and listed in the Lawyer UK 200. With well-established, niche expertise in specialist sectors, many of our solicitors and departments are ranked highly in the Legal 500 and Chambers UK.
We help and guide you on your career path, providing a great package of benefits and a superb sociable working environment. We’re a community of like-minded people ready to welcome your contribution.
