At a Glance
- Tasks: Manage UK trusts and estates, delivering compliance and advisory services.
- Company: A leading accountancy practice with a friendly, high-performing culture.
- Benefits: Hybrid working, flexible hours, 25 days holiday, and holiday trading.
- Other info: Great career progression opportunities and supportive team environment.
- Why this job: Join a people-first firm and work on complex, impactful projects.
- Qualifications: ACA or ACCA qualified with 3+ years’ experience in trust tax.
The predicted salary is between 50000 - 65000 £ per year.
A leading and growing accountancy practice with offices across Central and Southern England is seeking a Trust Tax Manager to join their specialist tax team in Thame. This is an exciting opportunity to join a people‑first firm renowned for its friendly, high‑performing culture and technical excellence, particularly in the agricultural, landed estates, and private client sectors.
The Role
- You will manage a varied portfolio of UK trusts and estates, delivering both compliance and advisory services.
- The position offers strong scope for progression, exposure to complex work, and flexible hybrid working arrangements.
Key Responsibilities
- Prepare annual trust tax returns and trust accounts for a diverse client base.
- Review inheritance tax returns, including periodic and exit charges.
- Assist with trust‑related advisory work and respond to technical queries.
- Manage ongoing trust compliance, including Trust Registration Service updates.
- Liaise directly with clients and attend trustee meetings as required.
- Support senior trust team members on wider trust matters.
About You
- ACA or ACCA qualified with 3+ years’ UK post‑qualification experience.
- Strong background in trust tax and accounts preparation.
- Experience in the agricultural or landed estates sectors is desirable.
- Comfortable managing client relationships and complex portfolios.
- Detail‑oriented, commercially minded, and a confident communicator.
- Familiarity with CCH tax software is a bonus.
Benefits
- Hybrid working (3 days in office / 2 from home after probation).
- Flexible hours within core working times (10am–4pm).
- 25 days holiday + holiday trading + flexible bank holidays.
For more information, please contact Will Langdon at Clark Wood: Email: will@clark-wood.co.uk Phone: 07920 557121.
Trust Tax Manager in Thame employer: Taxation
Join a leading accountancy practice in Thame, where a people-first culture meets technical excellence. As a Trust Tax Manager, you'll benefit from flexible hybrid working arrangements, a supportive environment for professional growth, and the opportunity to work on complex portfolios within a friendly, high-performing team. With 25 days of holiday and additional perks, this role offers a rewarding career path in a vibrant location.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Tax Manager in Thame
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy field, especially those who work with trusts and estates. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your trust tax knowledge. Be ready to discuss specific cases or scenarios you’ve handled. This shows you’re not just book-smart but also have real-world experience.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Trust Tax Manager role. We love seeing candidates who take the initiative to connect directly with us!
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 skills and experience mentioned in the job description. Highlight your trust tax expertise and any relevant qualifications, like ACA or ACCA, to show us you're the right 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 passionate about trust tax and how your background aligns with our people-first culture. Don’t forget to mention your experience with client relationships and complex portfolios!
Showcase Your Experience:When detailing your work history, focus on your achievements in managing UK trusts and estates. We want to see how you've handled compliance and advisory services, so be specific about your contributions and successes in previous roles.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Taxation
✨Know Your Trust Tax Stuff
Make sure you brush up on your trust tax knowledge before the interview. Familiarise yourself with the latest regulations and common challenges in managing UK trusts and estates. This will show that you're not just qualified, but genuinely interested in the field.
✨Showcase Your Client Management Skills
Since this role involves liaising directly with clients, be ready to discuss your experience in managing client relationships. Prepare examples of how you've handled complex portfolios or resolved client queries in the past. This will demonstrate your ability to communicate effectively and build trust.
✨Prepare for Technical Questions
Expect some technical questions related to trust tax compliance and advisory work. Review common scenarios you might face in the role, such as preparing annual trust tax returns or dealing with inheritance tax returns. Practising your responses can help you feel more confident during the interview.
✨Emphasise Your Team Spirit
This firm values a friendly, high-performing culture, so highlight your ability to work well in a team. Share examples of how you've collaborated with colleagues on trust-related matters or supported senior team members. This will show that you're a good fit for their people-first approach.
