Trusts and Tax Manager


Peterborough, United Kingdom of Great Britain and Northern Ireland

Advertised Salary: Competitive dependent on experience

Ref#: 143921

A fantastic opportunity has arisen for a Trusts & Tax Manager to join our established Wealth Preservation team. You will lead on compliance, Trust accounting and annual administration processing for our high- / ultra-high net worth clients (HNW/UHNW), with the support of our lawyers.

Greenwoods has a large and highly regarded team able to advise a wide range of clients from individuals, trustees, landowners and business owners who may have assets in the UK or abroad.

Our team are committed to delivering excellent client service, taking the time to understand client requirements, objectives and concerns and provide bespoke solutions to complex situations. Knowledge is key to our excellent client service and we foster a strong knowledge sharing culture across the firm. 

Our ideal candidate will be looking to build on their existing experience and be particularly strong within Trusts/Estates administration and ideally bring either full or part-qualification as Association of Taxation Technicians (ATT) or Association of Accounting Technicians (AAT).

We would welcome candidates looking to complete their studies or undertake study towards a further professional qualification e.g. Chartered Tax Adviser (CTA). Given the nature of the work, advising families and individuals on their wealth planning, it would also be desirable if you were full/ part-qualified under The Society of Trust and Estate Practitioners (STEP).

Regardless of the sector, your experience will include personal income tax compliance and planning, Capital Gains Tax compliance and planning as well as Trust and Estates accounting and taxation. You will either have prior experience of using CCH or a willingness to learn it along with our other client management databases. You may have experience of US tax compliance issues such as FACTA or see this as a learning opportunity.

Greenwoods places importance on our client relationships, so you must be commercially astute with a client-focused attitude. Part of the role will be to assist in the creation and delivery of new work for the team, so some experience with business development will be advantageous. 

If this sounds like something you’d be interested in then please get in touch and one of our Talent Team will be in touch, otherwise click apply below and upload your CV.

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