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For Companies At a Glance
- 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 expertise in Wills and Inheritance.
- Benefits: Enjoy 25 days holiday, pension scheme, life assurance, and regular social events.
- Why this job: Be part of a dynamic team making a real impact in clients' lives while developing your skills.
- Qualifications: AAT or ATT qualified with strong experience in tax and probate management.
- Other info: Opportunity to work with a supportive team and attend annual trustee meetings.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
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:
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Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals
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Preparation of annual trust accounts and associated annual compliance matters
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Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests
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Arranging payment of tax and corresponding with HMRC as required
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Dealing with FATCA and CRS compliance
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Registering trusts on HMRC's trust register and maintaining the register
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Liaising with trustees, beneficiaries, investment advisers and other professionals
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Attending annual trustee meetings where appropriate
The successful Trust & Tax Manager have the following related skills / experience:
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AAT or ATT qualified
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Strong experience in a similar role
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Knowledge of double entry bookkeeping and excellent Excel skills
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Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous.
Benefits:
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25 days hols + bank hols
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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
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Life Assurance – 4 x salary
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Group Income Protection Insurance
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BUPA Cash Plan – Auto enrolment after completion of probationary period
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Regular events organised by the social committee including a summer and Christmas parties
For more information, please contact Sharon Tanner or Chloe Bennett on 0118 956 7064
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Tax & Trusts Manager employer: Resourcing Group
Contact Detail:
Resourcing Group 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 join relevant online forums to connect with others who work in trusts and estates. This can help you gain insights into the role and potentially get referrals.
✨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 demonstrate your commitment to the role.
✨Tip Number 3
Consider reaching out to current or former employees of the firm to learn more about their experiences. This can provide you with valuable insights into the company culture and expectations for the Trust & Tax Manager position.
✨Tip Number 4
Prepare to discuss specific case studies or examples from your previous experience that highlight your skills in tax planning and estate administration. Being able to articulate your past successes will make you a more compelling candidate.
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 from your previous roles that demonstrate your expertise in preparing self-assessment income tax returns and managing trust accounts.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your qualifications, such as being AAT or ATT qualified, and how your skills align with the responsibilities of the Trust & Tax Manager position.
Showcase Relevant Software Skills: If you have experience with tax return and probate case management software like TaxCalc and Isokon, be sure to mention this in your application. Highlighting your proficiency in Excel and double entry bookkeeping will also strengthen your application.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical 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 Resourcing Group
✨Showcase Your Technical Knowledge
Make sure to brush up on your knowledge of tax laws, inheritance regulations, and trust management. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues or managed trusts.
✨Demonstrate Your Communication Skills
As a Trust & Tax Manager, you'll need to liaise with various stakeholders. Practice explaining complex tax concepts in simple terms, as you may need to communicate with clients who aren't familiar with the jargon.
✨Highlight Your Software Proficiency
Familiarise yourself with the software mentioned in the job description, such as TaxCalc and Isokon. If you have experience with similar tools, be ready to discuss how you've used them to improve efficiency in your previous roles.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the firm's approach to client management, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
