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For Companies At a Glance
- Tasks: Manage wills, inheritance, probate, estate administration, tax planning, and trusts for private clients.
- Company: Join a prestigious legal 500 ranked firm known for its growth and excellence.
- Benefits: Enjoy competitive salary, professional development opportunities, and a supportive work environment.
- Why this job: Be part of a dynamic team making a real impact in clients' lives while advancing your career.
- Qualifications: Must have extensive experience in trust and tax management with a focus on private client services.
- Other info: This role offers the chance to work in a fast-paced, rewarding environment.
The predicted salary is between 43200 - 72000 £ 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 HMRC\’s 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 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
Locations
Tax & Trusts Manager 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
✨Tip Number 1
Network with professionals in the legal field, especially those who specialise in wills and inheritance. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends in tax and trusts.
✨Tip Number 2
Consider reaching out to current or former employees of the firm to gain insights into their work culture and expectations. This can help you tailor your approach and demonstrate your genuine interest in the role during interviews.
✨Tip Number 3
Stay updated on recent changes in tax laws and trust regulations. Being knowledgeable about current legislation will not only boost your confidence but also show your commitment to the field when discussing your expertise with the hiring team.
✨Tip Number 4
Prepare specific examples from your past experience that highlight your skills in managing trusts and tax planning. Be ready to discuss how you've successfully navigated complex cases, as this will demonstrate your capability for the role.
We think you need these skills to ace Tax & Trusts Manager
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Tax & Trusts Manager position. Understand the key responsibilities and required skills, such as experience in wills, inheritance, probate, estate administration, tax planning, and trusts.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the requirements of the role. Emphasise your background in private client services and any specific achievements in tax planning or trust management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention specific experiences that demonstrate your expertise in the areas mentioned in the job description, and explain why you are a great fit for their Wills and Inheritance team.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the legal field.
How to prepare for a job interview at Focus Resourcing Group
✨Showcase Your Expertise
Make sure to highlight your experience in wills, inheritance, probate, estate administration, tax planning, and trusts. Prepare specific examples from your past roles that demonstrate your knowledge and skills in these areas.
✨Understand the Firm's Values
Research the legal 500 ranked firm and understand their values and culture. Be ready to discuss how your personal values align with theirs and how you can contribute to their continued growth.
✨Prepare for Technical Questions
Expect technical questions related to tax and trusts. Brush up on current legislation and best practices in the field, as well as any recent changes that may affect private clients.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
