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Private Client Tax - Trust Manager

Private Client Tax - Trust Manager

  • Location

    London, England

  • Sector:

    Trusts

  • Type:

    Permanent

  • Salary:

    £48000 - £52000 per annum + bonus & flexible working

  • Contact:

    Maisie Horrell

  • Contact Email:

    maisie.horrell@pro-tax.co.uk

  • Salary:

    52000

  • Salary:

    48000

  • Reference:

    BBBH50857

  • Published:

    5 months ago

  • Expiry Date:

    2021-03-30

Private Client Tax - Trust Manager

St Albans - £50,000

This top accountancy practice is looking to hire a key member to join the Tax Trust Team reporting direct to Directors and Partners and looking after an interesting and varied portfolio of high-quality trust clients.

  • Responsible for an interesting and varied portfolio of UK resident trusts
  • Trust compliance including accounts and tax return preparation
  • Inheritance tax forms and calculations for trusts
  • Preparing and briefing partners for annual Trustee meetings
  • Attending meetings with Directors and/or Partners
  • Reviewing work prepared by members of the team, input into their training and mentoring
  • Assisting with advisory work and ad-hoc matters
  • Liaising with the tax and financial planning team, as appropriate, to ensure a joined-up approach
  • Monitoring budgets, own chargeability and raising fee notes
  • Experience of charitable trusts, probate work and estate accounts advantageous but not essential
  • A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous but training will be provided. The firm uses CCH Practice Management System.
  • Ideally ACCA, CTA and/or STEP qualified
  • Alternatively, qualified by experience if appropriate competence can be demonstrated
  • Proficient in preparing/reviewing trust accounts and tax returns
  • Strong communication skills and ability to work as part of a team
  • Excellent IT skills along with a willingness to adapt and evolve in this digital age
  • Excellent organisational skills
  • Motivated and resilient with a positive outlook

If you are interested in discussing this opportunity further please contact Maisie on 02072696337 or email maisie.horrell@pro-tax.co.uk

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