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- Tasks: Manage tax and trust services for private clients, including wills and estate administration.
- Company: Join a top legal firm known for its growth and supportive team culture.
- Benefits: Enjoy 25 days holiday, pension contributions, life assurance, and health plans.
- Why this job: Be part of a dynamic team making a real impact in clients' lives.
- Qualifications: AAT or ATT qualified with strong experience in tax and probate management.
- Other info: Participate in fun social events like summer and Christmas parties.
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.
Tax & Trusts Manager employer: Focus Resourcing
Contact Detail:
Focus Resourcing 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 and tax sectors. Attend industry events or webinars where you can meet people who work in trusts and estates. This can help you gain insights into the role and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and compliance requirements, especially those related to trusts and estates. Being knowledgeable about current laws will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 3
Consider reaching out to current employees at the firm for an informational interview. This can provide you with insider knowledge about the company culture and expectations for the Trust & Tax Manager role.
✨Tip Number 4
Showcase your technical skills, particularly in software like TaxCalc and Isokon, during any informal conversations or interviews. If you have experience with these tools, be ready to discuss how you've used them effectively in past roles.
We think you need these skills to ace Tax & Trusts Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in tax planning, trusts, and estate administration. Use specific examples that demonstrate your skills in preparing self-assessment income tax returns and managing compliance matters.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your qualifications, such as AAT or ATT, and how your background aligns with the responsibilities of the Trust & Tax Manager position.
Showcase Relevant Skills: Emphasise your knowledge of double entry bookkeeping and proficiency in Excel. If you have experience with tax return and probate case management software like TaxCalc and Isokon, be sure to include that as well.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the field of tax and trusts.
How to prepare for a job interview at Focus Resourcing
✨Know Your Tax Basics
Brush up on your knowledge of self-assessment income tax returns, inheritance tax, and trust accounts. Being able to discuss these topics confidently will show that you have the expertise required for the role.
✨Familiarise Yourself with Relevant Software
If you have experience with TaxCalc or Isokon, be prepared to discuss it. If not, do a bit of research on these tools so you can speak about how you would adapt to using them in your new role.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, such as dealing with HMRC or managing trustee meetings. Think of examples from your past experience that demonstrate your problem-solving skills.
✨Show Your Interpersonal Skills
As a Trust & Tax Manager, you'll need to liaise with various stakeholders. Be ready to discuss how you've successfully communicated with clients, trustees, and other professionals in previous roles.
