Tax & Trusts Manager

New Yesterday

Job Description

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.\n\nAs the Trust & Tax Manager, you will be responsible for:\n\nPreparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals\n\nPreparation of annual trust accounts and associated annual compliance matters\n\nPreparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests\n\nArranging payment of tax and corresponding with HMRC as required\n\nDealing with FATCA and CRS compliance\n\nRegistering trusts on HMRC's trust register and maintaining the register\n\nLiaising with trustees, beneficiaries, investment advisers and other professionals\n\nAttending annual trustee meetings where appropriate\n\nThe successful Trust & Tax Manager have the following related skills / experience:\n\nAAT or ATT qualified\n\nStrong experience in a similar role\n\nKnowledge of double entry bookkeeping and excellent Excel skills\n\nExperience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous.\n\nBenefits:\n\n25 days hols + bank hols\n\nPension 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\n\nLife Assurance - 4 x salary\n\nGroup Income Protection Insurance\n\nBUPA Cash Plan - Auto enrolment after completion of probationary period\n\nRegular events organised by the social committee including a summer and Christmas parties\n\nFor more information, please contact Sharon Tanner or Chloe Bennett on (phone number removed)

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Location:
Reading
Job Type:
FullTime
Category:
Finance And Insurance

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