At a Glance
- Tasks: Manage trust clients and ensure compliance with tax regulations while advising on tax implications.
- Company: Join a leading Top 10 Accountancy firm with a focus on diversity and inclusion.
- Benefits: Competitive salary, bonus package, hybrid working, and professional development opportunities.
- Other info: Dynamic team environment with opportunities for training and development.
- Why this job: Make a real impact in trust tax management and enjoy a clear pathway for career progression.
- Qualifications: Relevant qualifications (ATT, ACA, STEP, CTA) and experience in trust compliance preferred.
The predicted salary is between 50000 - 70000 £ per year.
£50,000 – £70,000 plus benefits, bonus and an attractive bonus package.
Leading Top 10 Accountancy firm.
Trust tax compliance & advisory work.
Clear pathway for progression.
Responsibilities
- Manage a portfolio of trust clients, including UK resident and non-resident trusts, estates, and high-net-worth individuals.
- Prepare and review trust tax returns and related compliance documentation in accordance with HMRC requirements.
- Advise trustees and beneficiaries on tax implications of distributions, income, and capital gains.
- Ensure timely submission of tax returns and payments, and manage correspondence with HMRC.
- Provide technical guidance on inheritance tax, capital gains tax, and income tax matters relating to trusts and estates.
- Liaise with solicitors, financial advisers, and other professionals to ensure accurate reporting and planning.
- Support clients with the registration of trusts on the Trust Registration Service (TRS) and maintain compliance with ongoing obligations.
- Identify tax planning opportunities and advise on restructuring or winding up of trusts.
- Keep up to date with changes in legislation and communicate relevant updates to clients and colleagues.
- Assist with internal training and development of junior staff within the trust and private client team.
- Review trust accounts and ensure accurate allocation of income and capital for tax purposes.
- Participate in business development activities and contribute to proposals and client pitches.
Qualifications & Experience
- Suitable qualification (ATT, ACA, STEP, CTA, etc.).
- Experience in trust compliance and portfolio management.
- Advisory experience is a bonus but can be developed.
Equality & Diversity
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status or any other aspect that makes them unique. We welcome applicants from all backgrounds to apply and encourage you to let us know if we can take steps to ensure your recruitment process is comfortable for you.
Trust Tax Manager - Manchester employer: PRO-TAX RECRUITMENT LIMITED
As a leading Top 10 Accountancy firm based in Manchester, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. With a clear pathway for progression, competitive salary packages, and a commitment to diversity, we offer our Trust Tax Managers the opportunity to thrive in a supportive environment while managing a diverse portfolio of clients. Our hybrid working model ensures flexibility, allowing you to balance your professional and personal life effectively.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trust Tax Manager - Manchester
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We think you need these skills to ace Trust Tax Manager - Manchester
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