Senior Tax Manager

Eventus Legal are seeking a Senior Tax Manager / Trust & Tax Adviser to join a highly respected private client practice in Darlington, County Durham. This is a permanent, full-time job offering hybrid working and the opportunity to work on complex trust and estate matters within a leading specialist private client team. The incoming Senior Tax Manager will benefit from a competitive salary up to £65,000 (depending on experience), enhanced holiday entitlement plus bank holidays, additional Christmas shutdown leave, a 5% matched pension scheme, life assurance at four times salary and reduced-cost nearby parking. This Senior Tax Manager job offers genuine progression, strong client contact and the opportunity to help develop a specialist trust and tax function within a collaborative law firm environment in Darlington, County Durham.

Role Responsibilities

The incoming Senior Tax Manager will play a key part in delivering specialist tax advice and trust administration support to both clients and the wider private client team. This Senior Tax Manager job offers a varied workload combining trust administration, tax compliance and advisory work within a respected private client department, including:

• Preparing tax returns for trusts, estates and selected individual clients
• Preparing Capital Gains Tax (CGT) computations and supporting advice relating to trusts and lifetime gifts
• Managing Inheritance Tax (IHT) compliance including ten-year anniversary charges and exit charges
• Handling chargeable event reporting and tax compliance for trusts and estates
• Supporting the preparation of personal tax returns where appropriate
• Managing and administering a portfolio of trusts including discretionary trusts, life interest trusts, bare trusts and mixed trusts
• Preparing trust accounts and trust administration documentation
• Managing Trust Registration Service (TRS) requirements on the creation, variation and termination of trusts
• Liaising with brokers, financial advisers and other professional contacts as part of trust administration
• Supporting private client solicitors with tax planning, estate planning and succession planning matters
• Contributing to complex estate and trust planning matters for private individuals, landowners and high-net-worth clients
• Acting as a trusted point of contact for clients regarding ongoing trust and tax matters
• Supporting the development of the firm's internal tax capability and assisting colleagues with identifying tax planning opportunities

Person Specification

Applications are sought from experienced Senior Tax Managers, Trust & Tax Advisers, Private Client Tax Specialists, Trust Managers or Estate Tax Specialists with strong knowledge of UK private client taxation and trust administration. The incoming Senior Tax Manager will enjoy working collaboratively with private client solicitors while providing specialist tax expertise.

The successful Senior Tax Manager / Trust & Tax Adviser will demonstrate:

• Experience preparing trust and estate tax returns within a professional services or legal environment
• Practical experience administering trusts and managing trust portfolios
• Strong technical knowledge of Inheritance Tax (IHT), Capital Gains Tax (CGT) and Income Tax within a private client setting
• Experience supporting estate planning, gifting strategies and trust structuring
• Confidence liaising with clients and professional contacts
• Excellent organisational skills with strong attention to detail
• A proactive and collaborative approach to working within a professional team
• An interest in contributing to the growth and development of a specialist trust and tax department

Benefits and Rewards

The successful Senior Tax Manager joining this private client practice in Darlington, County Durham will enjoy working on technically interesting private client tax matters while contributing to the development of a specialist trust and tax function.

Benefits include:

• Competitive salary (commensurate with experience) up to £65,000 for highly experienced candidates
• Hybrid working
• Above statutory holiday entitlement plus bank holidays and Christmas shutdown
• 5% matched pension scheme
• Life assurance at four times annual salary
• Reduced-cost parking located nearby the office
• Opportunities for ongoing professional development and career progression
• The opportunity to help shape and expand a growing trust and tax function within a respected private client practice

About the Company

This Darlington, County Durham law firm is a long-established and highly respected legal practice with a strong reputation in private client law, property matters and estates work. The firm is recognised for providing technically strong advice to private individuals, landowners and high-net-worth clients while maintaining long-standing client relationships built on trust and discretion.

Due to continued growth in private client work, the firm is expanding its trust and tax capability, making this Senior Tax Manager job in Darlington, County Durham an excellent opportunity for a private client tax specialist seeking high-quality work and the chance to help shape the future of the department.

Next Steps

Apply now to be considered for this career enhancing job opportunity. Alternatively, for a confidential discussion about this Senior Tax Manager job, please send your CV to Amy Watson at the Eventus Recruitment Group via email or phone for a confidential discussion.

The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.