Tax and Trusts Administrator
5 days ago
Lincoln
Tax & Trusts Administrator – Lincoln – c£60,000 We are proud to be working in partnership with a highly successful and well-established legal firm seeking to appoint an experienced Tax & Trusts Administrator to join their respected Wills, Estates & Tax Planning team.This is an excellent opportunity for a technically strong tax professional looking to take ownership of a varied and rewarding caseload within a progressive and growing firm. The role offers genuine autonomy, high-quality work, and long-term career prospects. The position can be based across multiple offices in Lincolnshire and Yorkshire, offering flexibility depending on your location.The RoleYou will manage a diverse portfolio of individuals, trusts, and estates, ensuring full compliance while providing expert support to colleagues and clients. • Managing tax compliance obligations for individuals, trusts, estates, and partnerships, • Preparing Self-Assessment and Capital Gains Tax returns, • Preparing Inheritance Tax returns, including 10-year anniversary charges and exit charges, • Producing annual trust accounts and overseeing ongoing trust administration, • Registering and maintaining trust and estate records on HMRC’s Trust Registration Service (TRS), • Liaising with trustees, beneficiaries, investment managers, and other professional advisers, • This is a role that offers responsibil...