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- Tasks: Manage trust tax returns and accounts while liaising with high-value clients.
- Company: Forward-thinking accountancy firm with a strong reputation in the agricultural sector.
- Benefits: Hybrid working, flexible hours, 25 days leave, and health support.
- Why this job: Join a supportive team and enhance your expertise in trust tax.
- Qualifications: ACA or ACCA qualified with UK trust tax experience.
- Other info: Opportunity for career growth and participation in management development programmes.
The predicted salary is between 36000 - 60000 £ per year.
A well-established and forward-thinking accountancy firm is looking for a Trust Tax Manager to join their growing tax team in Thame. This is a unique opportunity to work closely with high-value trust and estate clients, in a varied role offering both technical challenge and client interaction. This full-time, permanent position is ideal for a qualified professional with solid UK trust tax experience, particularly within private client and estate planning work. The firm has a strong reputation in the agricultural and landed estates sector, and offers hybrid working (three days in the office, up to two from home) and flexible hours to suit your lifestyle.
What you will be doing:
- Preparing annual tax returns and trust accounts for a portfolio of UK Trusts and Estates
- Reviewing Inheritance Tax returns including on death, ten-year charges, and exit charges
- Assisting partners with technical advisory work and client queries
- Managing the Trust Registration Service (TRS) and maintaining accurate client records
- Attending trustee meetings and liaising directly with clients and their advisers
- Supporting the wider trust team on more complex or high-value cases
What you will need:
- ACA or ACCA qualified with at least three years of post-qualified UK experience
- Strong technical knowledge of UK trusts and estates
- Experience preparing tax returns and accounts for trusts
- Understanding of the tax implications of different trust structures
- Familiarity with the agricultural or landed estates sector is highly desirable
- Experience with CCH tax and accounts software would be advantageous
- Excellent attention to detail and communication skills
- Commercial awareness and sound judgement
- Ability to manage a varied portfolio independently and meet deadlines
What is on offer:
- Hybrid working model (three days in the office, up to two from home)
- Flexible working hours (core hours 10am to 4pm)
- 25 days annual leave plus an additional wellbeing day
- Holiday trading, flexible bank holidays, and service-linked holiday increases
- Entry to a bespoke management development programme for aspiring leaders
- Regular team events and internal recognition awards
- Enhanced family leave and life assurance
- Health and wellbeing support including 24/7 GP access, counselling and mental health resources
- Pension salary sacrifice scheme, cycle to work scheme, electric vehicle scheme
- Discounts with a wide range of retailers
- A varied and engaging client base, with scope to broaden your technical expertise
Please note: Applicants must have full right to work in the UK, as sponsorship is not available for this role. If you are looking to step into a rewarding, client-facing role in trust tax within a supportive and progressive environment, apply now or get in touch for a confidential chat.
Trust Tax Manager in Thame employer: ProTalent Limited
Contact Detail:
ProTalent Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Tax Manager in Thame
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience with UK trusts and estates. Share specific examples of how you've tackled challenges in your previous roles. We want to see your expertise shine through!
✨Prepare for the Interview
Do your homework before the interview! Research the firm’s reputation in the agricultural and landed estates sector, and think about how your skills can contribute to their success. We love candidates who come prepared and show genuine interest in our work.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for passionate individuals ready to join our team and make a difference in trust tax management.
We think you need these skills to ace Trust Tax Manager in Thame
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences mentioned in the job description. Highlight your UK trust tax experience and any relevant qualifications to show us you’re the perfect fit for the Trust Tax Manager role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how your background aligns with our needs. Don’t forget to mention your experience with high-value clients and any familiarity with the agricultural sector.
Showcase Your Technical Skills: We’re looking for someone with strong technical knowledge of UK trusts and estates. Be sure to include examples of your work with tax returns, trust accounts, and any advisory roles you've had. This will help us see your expertise in action!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at ProTalent Limited
✨Know Your Trust Tax Stuff
Make sure you brush up on your UK trust tax knowledge before the interview. Be ready to discuss specific cases you've worked on, especially in relation to Inheritance Tax returns and the nuances of different trust structures. This will show that you’re not just familiar with the theory but have practical experience too.
✨Show Off Your Client Interaction Skills
Since this role involves liaising directly with clients, be prepared to share examples of how you've successfully managed client relationships in the past. Highlight your communication skills and any experiences where you’ve had to explain complex tax issues in a way that clients can understand.
✨Demonstrate Your Attention to Detail
Attention to detail is crucial in trust tax management. Bring along examples of your work that showcase your meticulousness, whether it’s preparing tax returns or managing client records. You might even want to mention any software tools you’ve used, like CCH, to underline your technical proficiency.
✨Be Ready for Technical Challenges
Expect some technical questions during the interview that will test your problem-solving abilities. Think about complex cases you’ve handled and how you approached them. This will not only demonstrate your expertise but also your ability to think critically under pressure.
