At a Glance
- Tasks: Manage trusts and tax matters for high-net-worth clients while providing expert advice.
- Company: Join a leading accountancy firm with a focus on private client services.
- Benefits: Enjoy competitive salary, generous leave, health plans, and flexible working options.
- Other info: Be part of a supportive team with opportunities for professional growth and social events.
- Why this job: Make a real difference in clients' lives while developing your legal expertise.
- Qualifications: Experience in Trusts and Tax, strong communication skills, and attention to detail.
The predicted salary is between 36000 - 60000 £ per year.
Location: South West England (Hybrid/Flexible Working Considered)
Salary: Competitive, depending on experience
Hours: Full-time (Part-time and flexible working considered)
About the Role
We are seeking a skilled and proactive legal professional to join our Private Client team, specialising in Trusts and Tax matters. This role involves providing expert advice and services related to trust administration, personal tax compliance, and estate planning. You'll play a key role in supporting high-net-worth individuals, families, and trustees.
Key Responsibilities
- Manage a personal caseload effectively, ensuring high levels of client service and professional standards.
- Meet billing and time-recording targets, maintain accurate file records, and manage work-in-progress and aged debtors.
- Monitor and communicate with clients regularly, rendering interim and final bills as appropriate.
- Collaborate with internal teams to cross-sell legal services and develop business opportunities.
- Contribute to the team’s ongoing development by mentoring support staff and participating in training and networking events.
- Advise on and complete Trust Registration Service filings and annual declarations.
- Prepare and submit Trust and Individual Tax Returns, including associated forms (e.g., R185s, IHT100s).
- Handle estate income reporting and CGT submissions for property disposals.
- Draft trust documents such as Deeds of Appointment, Assignments, and Trustees’ Resolutions.
- Assist in preparing trust accounts and liaising with investment advisers.
- Advise on FATCA/CRS obligations and other compliance requirements.
What We’re Looking For
- Experience in Private Client work, with a strong focus on Trusts and Tax.
- Ability to handle complex matters with discretion and attention to detail.
- Strong written and verbal communication skills.
- Proficiency in MS Office (particularly Word and Excel).
- A proactive, organised, and collaborative working style.
- Relevant qualifications such as STEP, ATT, CTA, or solicitor/legal executive status preferred but not essential.
25 days annual leave plus bank holidays (with additional leave for birthdays and volunteering). Company pension scheme with employer contribution. Life assurance (4x salary). Health cash plan, including dental, optical, and specialist treatment support. 24/7 access to private GP services. Employee assistance programme. Legal services discounts (up to 50%). Cycle to Work and Electric Vehicle salary sacrifice schemes. Option to buy/sell annual leave and apply for sabbaticals. Regular staff social events.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Accounting/Auditing
Tax Manager employer: Sheridan Maine - Accountancy & Finance Recruitment
At Sheridan Maine, we pride ourselves on being an exceptional employer, offering a supportive and dynamic work environment in the picturesque South West of England. Our commitment to employee growth is evident through our comprehensive training programmes and mentoring opportunities, while our flexible working arrangements ensure a healthy work-life balance. With competitive benefits including generous annual leave, health cash plans, and regular social events, we foster a culture that values both professional excellence and personal well-being.
Contact Details:
Sheridan Maine - Accountancy & Finance Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and accountancy field. Attend industry events or webinars, and don’t be shy about introducing yourself to potential employers. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. We want you to walk into that interview feeling confident and ready to show them why you’re the perfect fit for their team!
✨Tip Number 3
Practice your responses to common interview questions, especially those related to Trusts and Tax. We suggest doing mock interviews with friends or mentors to get comfortable with articulating your experience and skills.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in leaving a positive impression. And remember, apply through our website for the best chance at landing that Tax Manager role!
We think you need these skills to ace Tax Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Tax Manager role. Highlight your experience in Trusts and Tax, and don’t forget to showcase any relevant qualifications like STEP or ATT. We want to see how your skills match what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background makes you the perfect fit. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills:Since strong written communication is key for this position, make sure your application is clear and professional. Avoid jargon and keep your language straightforward. We appreciate clarity just as much as you do!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get the best experience possible. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Sheridan Maine - Accountancy & Finance Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts and tax regulations. Familiarise yourself with the latest changes in legislation and be ready to discuss how they impact high-net-worth clients. This will show that you're proactive and well-informed.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your experience in managing complex tax matters and trust administration. Use the STAR method (Situation, Task, Action, Result) to structure your answers and demonstrate your problem-solving skills.
✨Ask Insightful Questions
Come prepared with thoughtful questions about the role and the company. This could include inquiries about their approach to client service or how they support professional development. It shows your genuine interest and helps you assess if the company is the right fit for you.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The interviewers want to see if you'll fit into their team culture, so be authentic and engage in a friendly manner. A good rapport can make a lasting impression!
