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.

Responsibilities

• 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

Qualifications

• AAT or ATT qualified
• Strong experience in a similar role
• Knowledge of double entry bookkeeping and excellent Excel skills
• Experience with tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous

Benefits

• 25 days holiday + bank holidays
• Pension scheme – Scottish Widows Pension scheme with 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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