Tax and Trusts Accountant

Company: Simpson Judge
Apply for the Tax and Trusts Accountant
Location: Kidderminster
Job Description:

Role; In-House Trusts & Tax Accountant (Trusts Manager – Private Client Division)

Location: Kidderminster Office

Firm: Legal 500 Firm

Salary: Competitive

About the role:

Are you a skilled Tax and Trusts professional seeking a new challenge within a respected legal environment? I am currently working with a leading regional law firm, known for its client-focused approach and collaborative culture, to appoint an In-House Trusts Manager within their expanding Private Client Division. This is a forward-thinking team where your contribution is genuinely valued and your career growth is actively supported. Their Kidderminster office is home to a thriving Private Client team — the largest division in the firm — working across six regional locations.

As the Trusts Manager, you’ll take a central role in the firm’s internal trust administration and tax function, working closely with the Divisional Head and experienced colleagues. Your primary focus will be on managing a broad range of trust-related matters, ensuring accurate reporting and full compliance, while also supporting and mentoring junior members of the team.

Key Responsibilities

  • Oversee the administration and taxation of trusts and estates, including IHT, CGT, and Income Tax matters
  • Register trusts and prepare annual trust accounts and estate tax returns
  • Coordinate the investment and liquidation of trust assets
  • Act as a point of contact for internal stakeholders and clients, progressing matters with minimal supervision
  • Support and manage junior team members and contribute to overall team development

Experience

  • Solid experience in trust and tax matters, ideally within a professional services or legal environment
  • Familiarity with trust registration, compliance processes, and complex tax scenarios
  • Excellent interpersonal and communication skills, with strong attention to detail
  • A confident problem solver and collaborative team player
  • ACA, AAT, or solicitor qualification preferred (though not essential if experience is substantial)

Salary & Benefits

  • Competitive salary, dependent on experience
  • 25 days’ holiday (rising to 26), plus 4 additional days over the Christmas period
  • Comprehensive healthcare benefit scheme
  • Employee Assistance Programme and 24/7 wellbeing support
  • Death in service provision and pension enrolment
  • Staff discounts on legal fees for you and your family
  • Regular firm-wide social events and internal support networks

The firm

  • Work for a firm where over 90% of employees say it’s a great place to work
  • Enjoy a healthy work/life balance with a genuine 35-hour work week
  • Be part of a culture that prioritises personal wellbeing, inclusivity, and community impact
  • Develop your career in a supportive, growth-focused environment

If this sounds like the perfect opportunity for you, apply directly today or send your CV over to Tia.swift@SimpsonJudge.co.uk

Posted: May 2nd, 2025