Tax and Accounts Manager (TAM) - Birmingham, Nottingham, Oxford or Sheffield

Freeths is seeking a highly skilled Tax and Accounts Manager based in either our Birmingham, Nottingham, Oxford or Sheffield office, to join our growing Trusts, Estates & Tax (TET) team, which is spread nationally across our offices. For 15 consecutive years Freeths’ Trusts, Estate and Tax lawyers have secured a Tier 1 ranking in the UK’s leading legal directory, Chambers and Partners High Net Worth Guide.

This is an exciting opportunity to play a key role in delivering high‑quality trust accounting, tax compliance and trust administration services within a thriving national practice. The Top Tier Oxford Trusts, Estates and Tax Team is jointly led by Partners Louise Lewis and Lisa Mark-Bell, who are both listed in Chambers (HNW) and Legal 500. Lisa is dual qualified as a solicitor and a chartered tax adviser and both are based in our Oxford office.

The East Midlands Trusts, Estates and Tax Team is led by Rahul Kotecha and supported by Marie Cooper who are both Directors based in our Nottingham office. About the Role As a Tax and Accounts Manager, you will be responsible for the efficient management of trust accounting, trust taxation and wider private client tax compliance. This role is instrumental in supporting our fee earners and maintaining the smooth, compliant operation of the team’s trust and estate portfolio.

You will provide technical expertise, deliver accurate reporting, and build strong relationships with trustees, beneficiaries and advisers. This is a varied and rewarding position ideal for someone who enjoys responsibility, technical problem‑solving, and autonomy.

###Responsibilities### Trust Accounting & Financial Management Prepare and maintain annual trust accounts in line with HMRC requirements. Conduct full accounts checks for all trusts administered by the team. Review annual estate accounts to support accurate income and capital treatment.

Monitor financial transactions, distributions, loans, and asset movements. Reconcile investment portfolios and identify risks or anomalies. Tax Compliance & Reporting Income Tax Prepare and file annual Trust & Estate Tax Returns (SA900).

Produce R185 certificates and advise beneficiaries. Manage tax pool calculations and oversee tax payments. Capital Gains Tax (CGT) Prepare CGT computations and file 60‑day UK property CGT returns.

Track base costs, enhancement expenditure and losses. Inheritance Tax (IHT) Prepare IHT100, IHT100a and associated schedules. Assist with IHT400 schedules where required.

Manage 10‑year anniversary and exit charge calculations. Trust Administration & Governance Maintain trust deeds, minutes, statutory records and resolutions. Support trustee meetings and ongoing trust reviews.

Liaise with investment managers, brokers, property agents and advisers. Client Care & Communication Act as a trusted point of contact for trustees, beneficiaries and peers. Provide proactive updates on compliance deadlines.

Support smooth onboarding of new trust clients. Compliance, Risk & HMRC Liaison Ensure full compliance with HMRC deadlines and AML obligations. Manage the Trust Registration Service (TRS).

Liaise directly with HMRC on returns, queries and investigations. Contribute to internal process improvements. Team Support & Knowledge Development Deliver training to junior team members and fee earners.

Support the wider team with complex queries. Assist in growing the trust administration offering and contribute to digital transformation projects.

Skills & Experience

###Experience### of working with trusts and private client tax compliance. Strong technical knowledge of IHT, CGT and Income Tax as applied to trusts.

###Experience### preparing trust accounts and SA900 returns. Excellent Excel and numeracy skills. High attention to detail and strong organisational ability. Ability to clearly explain complex tax matters to clients and colleagues. ATT/CTA, STEP Diploma or similar relevant qualification.

###Experience### with CCH, Digita or equivalent tax software.

###Experience### gained in a law firm, accountancy practice or specialist trust team. Knowledge of estate taxation and personal tax returns. This role will give you

###the opportunity### to develop professionally, working on high quality instructions alongside leaders in their respective fields. There will be a good level of supervisory

###responsibilities### involved and business development activities will be supported and encouraged. No agencies. Direct applications only.

For further information or a confidential discussion, please contact the recruitment team at ! recruitmentfreeths@freeths. co.

uk. Smart. Bold.

Together. We Are Freeths. Become part of the team at Freeths.

View some of our recent highlights on our website here. Do we sound like a match? If you’re someone who cares deeply, communicates openly and collaborates effectively, then we’d love to have you join our diverse, inclusive team.

We’re 1000+ Freethinkers, striving to create a better place. We’re committed to living our values – smart, bold, together – and making a positive change at every touchpoint for our colleagues, clients and communities. We’ve built our law firm on solid foundations of integrity, entrepreneurialism and expertise.

This has helped us grow into one of the largest full-service law firms in the UK, with 13 offices and over 1000 colleagues, and counting. 1. Think Ambition: We’ve built our law firm on solid foundations of integrity, entrepreneurialism and expertise.

This has helped us grow into one of the largest full-service law firms in the UK, with 13 offices and over 1,000 colleagues, and counting. Matching individual ambition and our firm’s ambition matters. That’s why we develop our people by making sure every one of our team feels connected through a clear progression pathway and leadership support.

It’s helped us to grow an award-winning reputation in the eyes of our clients and competitors that each and every one of the Freeths team works hard to uphold in everything we do. 2. Think Recognition: Sharing success matters to us.

We love to showcase excellent work across the firm and celebrate our people through our employee awards. We recognise our teams work hard together to deliver the best solutions for our clients.

###benefits### are among the best in the business. 3. Think Together: Our people are at the heart of what makes Freeths such a great place to be.

We’re a firm where people care about each other and employee wellbeing is high on the agenda. Our firm is set up to ensure everyone’s voice is heard, and mutual respect is shown by all. We understand that differences add strength, which means we maintain a diverse culture where everyone has the freedom to be themselves and thrive.

We're committed to championing diversity and building an inclusive culture. We want to recruit, develop and retain the most talented people, regardless of their background. We welcome applications from everybody, particularly those from marginalised backgrounds.

We celebrate difference, encourage diversity of thought and are dedicated to continually challenging our processes to maintain fairness, equity and transparency. If you require additional support at any stage of the recruitment process due to a disability or a health condition, please do not hesitate to contact ! recruitmentfreeths@freeths.

co. uk and we will be happy to discuss. We are committed to sourcing candidates directly where possible.

For particular roles, we may work with preferred suppliers who will be invited by our resourcing team to support us. We may also agree to accept CVs from other suppliers on an ad hoc basis (to be agreed in writing). We will not be responsible for fees in relation to CVs or profiles submitted directly to our partners or other employees or for any applications not submitted via our portal.

Agencies should contact our recruitment team before submitting unsolicited applications.