In brief
This Tax and Trusts Manager role supports a busy Wills and Inheritance team by providing comprehensive tax planning and estate administration services. The work involves preparing complex tax returns, maintaining trust registers, and liaising with trustees and beneficiaries to ensure full regulatory compliance for private clients.
Non-negotiable
AAT or ATT qualification required.
What you need
Required
AAT qualification
Clearly required in the listing
ATT qualification
Clearly required in the listing
Double entry bookkeeping
Clearly required in the listing
Excel
Clearly required in the listing
Preferred
TaxCalc software
Clearly required in the listing
Isokon software
Clearly required in the listing
Your day-to-day
Prepare tax returns
Clearly stated in the job description.
Manage trust accounts
Clearly stated in the job description.
Calculate inheritance tax
Clearly stated in the job description.
Handle HMRC correspondence
Clearly stated in the job description.
Maintain trust registers
Clearly stated in the job description.
Ensure regulatory compliance
Clearly stated in the job description.
Liaise with stakeholders
Clearly stated in the job description.
Attend trustee meetings
Clearly stated in the job description.
What's on offer
Full job description (from employer)⌄
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. 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 - 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)
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