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- Tasks: Manage your own caseload and advise clients on tax planning and trust administration.
- Company: Join a renowned global professional services firm with a strong reputation in tax and trusts.
- Benefits: Enjoy hybrid working, 25 days holiday, private healthcare, pension, and an annual bonus.
- Why this job: Gain specialised expertise while working in a supportive team with fantastic career progression opportunities.
- Qualifications: Experience in tax accounting is essential; STEP qualification is a plus but not required.
- Other info: Work closely with various teams across the UK and internationally, enhancing your professional network.
The predicted salary is between 52000 - 78000 £ per year.
A renowned global professional services firm is seeking a Tax Manager to join their Trusts and Probate team in the Tax, Trusts and Succession group based in their offices in Cheltenham.
This is a hybrid role (3 days in the office, 2 days work from home) and is paying up to £65,000 depending on experience. Benefits include 25 days holiday, pension, private healthcare and an annual bonus. The role also offers fantastic career progression opportunities.
The Trusts and Probate team work closely with the Firm’s Private Property, Tax, Trusts and Succession teams across all of the UK offices and some international offices. The firm will consider candidates from a Tax Accounting background in practice looking to develop their skills and knowledge in the trust accounting aspects of this role.
The successful candidate will develop broad experience in trust/estate administration and tax advice, whilst developing a more specialised expertise in the type of work that the team’s core client base requires. They will advise a range of UK clients on every aspect of tax planning.
You\’ll manage your own caseload and client relationships while engaging with all those that may be involved with any given matter, including trustees, beneficiaries, and other advisers. By proactively managing your clients, you\’ll ensure any tax-planning and/or succession planning issues are considered and acted upon when appropriate. You\’ll manage the relationships between grant-making and applicant charities, dealing with prospective beneficiaries, drafting deeds and associated policies. You\’ll oversee and contribute towards the timely preparation of trust accounts and tax returns including inheritance tax returns and dealing with HM Revenue and Customs as required, and calculate trustees’ liabilities to IHT, CGT, and Income Tax while making use of annual exemptions.
Ideally, you will have a very good understanding of Trust Accounts and a STEP qualification (but this is not essential). You will have worked in a similar role previously, and subsequently have a good understanding of the taxation of trusts, including the calculation of trustees’ liabilities to IHT, CGT, and Income Tax, and their interaction with personal taxes.
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Tax Accountant - Cheltenham - £65,000 employer: Ashdown Group
Contact Detail:
Ashdown Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Accountant - Cheltenham - £65,000
✨Tip Number 1
Network with professionals in the tax and accounting field, especially those who work in trusts and probate. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the specific challenges and opportunities in this area.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and trust accounting practices. Staying updated on changes in legislation will not only enhance your knowledge but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Consider reaching out to current or former employees of the firm to gain insights into their experiences. This can provide you with valuable information about the company culture and expectations, which you can leverage in your discussions.
✨Tip Number 4
Prepare to discuss specific examples from your previous roles that showcase your ability to manage client relationships and handle complex tax issues. Highlighting your practical experience will help you stand out as a candidate who can hit the ground running.
We think you need these skills to ace Tax Accountant - Cheltenham - £65,000
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in tax accounting and trust administration. Emphasise any specific skills or qualifications that align with the job description, such as knowledge of IHT, CGT, and Income Tax.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax management and your understanding of the Trusts and Probate sector. Mention how your previous roles have prepared you for this position and express your enthusiasm for the opportunity to work with a renowned global firm.
Highlight Relevant Qualifications: If you have a STEP qualification or similar credentials, make sure to mention them prominently. Even if you don’t have a STEP qualification, highlight any relevant training or certifications that demonstrate your commitment to professional development in tax accounting.
Showcase Client Management Skills: Since the role involves managing client relationships, provide examples of how you've successfully managed client caseloads in the past. Discuss your approach to ensuring client satisfaction and how you handle complex tax planning issues.
How to prepare for a job interview at Ashdown Group
✨Know Your Tax Fundamentals
Brush up on your knowledge of tax regulations, especially those related to trusts and estates. Be prepared to discuss specific tax planning strategies and how they apply to different client scenarios.
✨Demonstrate Client Management Skills
Since the role involves managing client relationships, think of examples from your past experience where you successfully handled client interactions. Highlight your ability to communicate complex tax issues clearly and effectively.
✨Showcase Your Teamwork Abilities
The position requires collaboration with various teams. Prepare to discuss how you've worked in a team environment before, particularly in cross-functional settings, and how you contributed to achieving common goals.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to tax planning and the specific challenges faced by the Trusts and Probate team. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
