Tax And Trusts Administrator

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.

You 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 responsibility and visibility within the wider private client team.

• A minimum of 5 years' experience in tax compliance
• Strong technical knowledge of trust taxation and relevant legislation
• The ability to manage their own caseload independently
• Excellent organisational skills and attention to detail
• Professional and confident communication skills
• Applicants may come from accountancy practice, legal practice, or a specialist tax background.

You will be joining a firm with a strong regional presence, an excellent reputation, and a supportive, collaborative culture. In return, you can expect a competitive salary, very attractive benefits package, and genuine scope for progression.

If you are interested in this

Tax & Trusts Administrator role, please apply now.