Trust & Tax Manager
Trust & Tax Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Opportunity: Trust and Tax Manager
Salary
Location - Cheltenham
Hybrid Structure 2 days WFH
Permanent
Role Description:
This role involves working with private clients and various partners within the Tax Trusts & Succession group perfect for those aiming to advance their careers in a well-recognized collaborative team.
Team Interaction:
Collaborate with teams from Private Property Tax Trusts and Succession across the UK and internationally. We pride ourselves on delivering personalized services and building lasting client relationships.
Key Responsibilities:
- Oversee and manage your own client portfolios.
- Address and resolve tax planning and succession issues.
- Manage relationships with grant-making and applicant charities.
- Prepare and submit trust accounts and tax returns including inheritance tax returns.
- Calculate trustees liabilities for IHT CGT and Income Tax.
- Attend and document trustees meetings.
- Handle payments and distributions from trusts.
- Conduct investment reviews and monitor portfolio performance.
- Interpret and review trust deeds with team input.
- Keep managers and partners informed on progress and assist with billing.
- Manage a substantial and varied workload efficiently.
- Supervise and guide junior team members.
- Comply with all relevant regulatory obligations including SRA Standards and Regulations.
Ideal Candidate Profile:
- Strong Accounts experience.
- STEP qualification is an advantage but not required.
- Proficient in computerized accounts and tax software.
- Strong team collaboration and mentoring skills.
- Good judgment and understanding of clients needs.
- Effective time management and problem-solving abilities.
- Self-motivated and proactive.
- Excellent at building rapport with clients.
- Proficient in IT including MS Office.
- An interest in Trusts or learning about Trusts.
Core Competencies:
- Collaboration
- Integrity and respect
- Inclusivity
- High standards
- Commercial acumen
- Client-centric approach
Employment Type
Full Time
