At a Glance
- Tasks: Manage complex trust and estate tax work while supporting clients and senior team members.
- Company: Join a growing Top 35 accountancy firm with ambitious expansion plans.
- Benefits: Enjoy a competitive salary, hybrid working, and generous holiday options.
- Other info: Diverse and inclusive workplace committed to representation.
- Why this job: Work on interesting projects with flexibility and clear progression opportunities.
- Qualifications: Experience in trust tax is key; qualifications are flexible.
The predicted salary is between 51750 - 63250 £ per year.
If you're a Trust Tax specialist who enjoys complex private client work but wants more scope, more variety and a clearer route forward, this could be worth a look. I'm working with a growing Top 35 accountancy group on a Trust Tax Manager opportunity based in Thame. The team works with a high-quality client base including trusts, estates, landed estates, agricultural clients and private individuals, so this isn't a role where you'll be doing the same thing on repeat.
The Role
- Preparing annual tax returns and trust accounts for a complex portfolio of Trust and Estate clients
- Reviewing IHT returns on death, periodic charges and exit charges
- Supporting Partners with advisory work and technical trust queries
- Managing your own portfolio, including Trust Registration Service updates
- Liaising directly with clients and attending Trustee meetings where required
- Supporting senior members of the Trust team
- Helping maintain high technical standards across the team
What's on Offer
- £50,000 to £60,000, with some flexibility for the right person
- Hybrid working - 3 days in the office and up to 2 from home
- Flexible working around core hours of 10am to 4pm
- A growing Top 35 firm with ambitious expansion plans
- High-quality work across trusts, estates, private clients and agricultural clients
- Clear progression and structured leadership development
- 25 days holiday plus the option to buy or sell additional days
- Flexible bank holidays
- Additional wellbeing day each year
- Health cash plan
- 24/7 online GP access and wellbeing support
- EV salary sacrifice scheme
- Pension salary sacrifice scheme
- Enhanced family leave
- Regular employee events and long service awards
About You
Qualifications are flexible. ACA, ACCA or CTA would be ideal, but they're more interested in finding someone with the right depth of trust tax experience than ticking a particular qualification box. Strong ATT-qualified or QBE candidates will also be considered. You’ll ideally have:
- Strong experience working with UK trusts within an accountancy practice or tax environment
- Experience preparing trust accounts and tax returns
- A detailed understanding of different trust structures and their tax implications
- Good knowledge of IHT, including periodic and exit charges
- Experience managing client relationships and your own workload
- Confidence dealing directly with trustees and other private clients
- Strong technical judgement and a commercially minded approach
- Agricultural or landed estate experience would be particularly useful, and CCH experience would also be beneficial.
Why this role? Because it gives you the chance to work on genuinely interesting trust and estate work within a growing team, while still offering flexibility, progression and access to senior decision-makers. As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Trust Tax Manager - Thame employer: Pro-Finance
As a new publicly owned energy company backed by substantial government capital, we offer a dynamic and inclusive work environment in Aberdeen that prioritises employee growth and development. Our commitment to continuous improvement and adherence to high financial standards ensures that you will play a pivotal role in shaping our financial policies while enjoying the benefits of hybrid working and a supportive team culture. Join us to make a meaningful impact in the public sector and advance your career in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Tax Manager - Thame
✨Tap into Campus Networks
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We think you need these skills to ace Trust Tax Manager - Thame
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Pro-Finance.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Pro-Finance's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Pro-Finance
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Pro-Finance.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Pro-Finance employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
