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- Tasks: Manage tax planning and trust accounts for a diverse range of UK clients.
- Company: Join a renowned global professional services firm with a collaborative culture.
- Benefits: Enjoy 25 days holiday, private healthcare, pension, and an annual bonus.
- Why this job: Gain specialised expertise in tax and trust accounting while making a real impact.
- Qualifications: Experience in tax accounting and understanding of trust taxation preferred.
- Other info: Hybrid role with excellent career progression opportunities.
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.
Responsibilities
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, client relationships all the while engaging with all those that may be involved with any given matter, including trustees, beneficiaries and other adviser. In pro-actively 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 and making use of annual exemptions.
Qualifications
Ideally you will have 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, to include 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 like a pro! Reach out to your connections in the industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your interview skills with a friend or mentor. Get comfortable discussing your experience and how it relates to the role of Tax Manager. The more you practice, the more confident you'll feel when it’s time to shine.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly shows your enthusiasm and commitment to joining our fantastic team.
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 is tailored to the Tax Accountant role. Highlight your experience in trust accounting and tax planning, as well as any relevant qualifications like a STEP qualification. We want to see how your background fits with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax and trusts, and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Skills: In your application, don’t forget to showcase your skills in managing client relationships and caseloads. We’re looking for someone who can handle the complexities of tax planning, so give us examples of how you've done this in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at Ashdown Group
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of trust accounts and the taxation of trusts. Be ready to discuss specific examples from your past experience where you've calculated trustees' liabilities or dealt with HM Revenue and Customs. This will show that you’re not just familiar with the theory but can apply it in practice.
✨Showcase Your Client Management Skills
Since you'll be managing your own caseload and client relationships, think of instances where you've successfully engaged with clients or resolved issues. Prepare to share how you’ve proactively managed client expectations and ensured their needs were met, especially in tax planning.
✨Understand the Team Dynamics
Research the Trusts and Probate team and their collaboration with other departments. Be prepared to discuss how you can contribute to this teamwork and why you believe cross-departmental communication is vital for success in this role.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to tax planning and succession issues. This shows your genuine interest in the role and helps you gauge if the company culture aligns with your career goals. Plus, it gives you a chance to demonstrate your knowledge and enthusiasm for the field.