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- Tasks: Manage trusts and tax for private clients, ensuring compliance and preparing necessary documentation.
- Company: A top legal firm with a strong reputation and a supportive team environment.
- Benefits: Generous holiday allowance, pension scheme, life assurance, and health benefits.
- Why this job: Join a growing team and make a real difference in clients' lives through expert tax and trust management.
- Qualifications: AAT or ATT qualified with strong experience in tax and probate management.
- Other info: Enjoy regular social events and excellent career development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
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 HMRCs 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 will 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 0118 956 7064.
Tax & Trusts Manager in Surrey employer: Focus Resourcing Group
Contact Detail:
Focus Resourcing Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax & Trusts Manager in Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal field, especially those who work in Wills and Inheritance. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your experience with tax returns, estate administration, and compliance matters. This will help you stand out during interviews and demonstrate your hands-on skills.
✨Tip Number 3
Practice makes perfect! Brush up on common interview questions related to trusts and tax management. We recommend doing mock interviews with friends or mentors to build your confidence and refine your answers.
✨Tip Number 4
Apply through our website! We’ve got a range of roles that might be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our team. Don’t miss out!
We think you need these skills to ace Tax & Trusts Manager in Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your expertise in tax planning, trusts, and estate administration to show us you're the perfect fit for our Wills and Inheritance team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the Trust & Tax Manager role and how your background aligns with what we’re looking for. Be genuine and let your personality come through!
Showcase Relevant Experience: When detailing your experience, focus on specific examples that demonstrate your knowledge of tax returns, compliance matters, and working with clients. We want to see how you've tackled similar challenges in the past!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Focus Resourcing Group
✨Know Your Stuff
Make sure you brush up on your knowledge of tax planning, trusts, and inheritance laws. Familiarise yourself with the specifics mentioned in the job description, like self-assessment income tax returns and compliance matters. This will show that you're not just a candidate, but someone who genuinely understands the role.
✨Showcase Your Experience
Prepare to discuss your previous roles and how they relate to the responsibilities of a Trust & Tax Manager. Be ready to share specific examples of your experience with tax return preparation and estate administration. This is your chance to shine, so make it count!
✨Ask Smart Questions
Interviews are a two-way street, so come armed with thoughtful questions about the firm’s Wills and Inheritance team. Inquire about their approach to client management or how they handle complex cases. This shows your interest and helps you gauge if the firm is the right fit for you.
✨Be Professional Yet Approachable
While it's important to maintain professionalism, don’t forget to let your personality shine through. The firm is looking for someone who can liaise effectively with clients and colleagues, so being personable can set you apart from other candidates. A friendly smile and a confident attitude can go a long way!
