Tax & Trusts Manager

Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts.

You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.

As the Trust & Tax Manager, you will be responsible for:

Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals

Preparation of annual trust accounts and associated annual compliance matters

Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests

Arranging payment of tax and corresponding with HMRC as required

Dealing with FATCA and CRS compliance

Registering trusts on HMRC's trust register and maintaining the register

Liaising with trustees, beneficiaries, investment advisers and other professionals

Attending annual trustee meetings where appropriate

The successful Trust & Tax Manager have the following related skills / experience:

AAT or ATT qualified

Strong experience in a similar role

Knowledge of double entry bookkeeping and excellent Excel skills

Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous.

Benefits:

25 days hols + bank hols

Pension scheme xwzovoh - Scottish Widows Pension scheme with an option to join the Salary Exchange scheme, contribution levels are 5% employee with a matching 5% employer contribution

Life Assurance - 4 x salary

Group Income Protection Insurance

BUPA Cash Plan - Auto enrolment after completion of probationary period

Regular events organised by the social committee including a summer and Christmas parties

For more information, please contact Sharon Tanner or Chloe Bennett on (phone number removed)