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 (phone number removed)
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Trusts & Tax Manager in Wokingham employer: Focus Resourcing Limited
Focus Resourcing Limited is an excellent employer that fosters a supportive and dynamic work culture in Leigh-on-Sea, where employees are valued and encouraged to grow. With a focus on professional development and a commitment to employee well-being, the company offers unique opportunities for advancement while ensuring a collaborative environment that makes every day rewarding.
