Private Client Trust and Tax Manager (Trusts and Estates)

ACCA Careers; Greater London; On-site; GBP 60,000 - 70,000; Full time

Job summary

An exceptional opportunity awaits for a Private Client Trust & Tax Manager focused on Trusts and Estates. Join a prestigious firm in the heart of London, where you will manage trusts, provide financial advice, and ensure tax compliance for private clients. This role not only offers a competitive salary but also a supportive work culture that fosters professional growth. Collaborate with a diverse team and contribute to the ongoing success of a well-respected organization in the Professional Services industry. If you're looking to advance your career in a dynamic environment, this is the perfect fit for you.

Benefits

Comprehensive benefits package

Inclusive work culture

Opportunity for professional growth

Diverse team environment

Qualifications

• 3+ years of practical accountancy experience required.
• Eager to develop skills towards professional qualification.

Responsibilities

• Manage trusts and estates, prepare accounts and tax returns.
• Provide comprehensive financial advice to clients.

Skills

Income Tax

Capital Gains Tax

Inheritance Tax

Excel Skills

Client Relationship Management

Education

Professional Accounting Qualification

STEP Membership

Tools

CCH Personal Tax Software

Trust Accounts Software

Job description

Private Client Trust and Tax Manager (Trusts and Estates)

Join to apply for the Private Client Trust and Tax Manager (Trusts and Estates) role at ACCA Careers

Private Client Trust and Tax Manager (Trusts and Estates)

1 week ago Be among the first 25 applicants

Join to apply for the Private Client Trust and Tax Manager (Trusts and Estates) role at ACCA Careers

An exceptional opportunity has arisen for a Private Client Trust & Tax Manager with a focus on Trusts and Estates, offering a fantastic chance to join a well-established and reputable firm in the Professional Services industry located in their flagship HQ in London.

Client Details

This company is a large, well-respected organisation in the Professional Services industry. Operating at a high level for many years, it has built a reputation for quality service. The company's primary operation is based in Putney, with a diverse workforce driving its success.

Description

• Management of trusts and estates, including the preparation of accounts and tax returns.
• Providing clients with comprehensive financial advice.
• Assisting with the administration of wills and probate.
• Overseeing the tax compliance of private clients.
• Managing relationships with key clients and stakeholders.
• Collaborating with the Tax department to ensure best practices.
• Maintaining up-to-date knowledge of industry regulations and legislation.
• Contributing to the ongoing success and growth of the organisation.

Profile

• Seeking a candidate eager to develop professional skills, working towards qualification with a relevant professional accounting or tax body, and/or becoming a STEP member.
• Ideally, at least 3 years' practical accountancy experience.
• Highly numerate, IT literate, with excellent Excel skills.
• Practical knowledge of Income Tax, Capital Gains Tax, and Inheritance Tax.
• Experience with CCH Personal Tax software, Trust Accounts software, or similar is advantageous.

Job Offer

• Salary between £60,000 - £70,000.
• Comprehensive benefits package (details to be confirmed).
• Inclusive, supportive, and growth-oriented work culture.
• Opportunity to work in a prestigious firm in Putney.
• Work with a diverse and talented team.

If you believe you are a suitable candidate with the right skills and experience, we encourage you to apply. We look forward to reviewing your application.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance

Industries

• Accounting