Senior Private Client Tax & Trusts Manager

Focus Resourcing; Oxford; On-site; GBP 150,000 - 200,000; Full time

Job summary

A leading legal firm in Oxford seeks an experienced Trust & Tax Manager to join their growing Wills and Inheritance team. The successful candidate will manage tax returns, trust accounts, and compliance matters while working closely with clients. An AAT or ATT qualification along with relevant experience is essential. This position offers numerous benefits including 25 days holiday, a pension scheme with matching contributions, and life assurance among others.

Benefits

25 days holiday + bank holidays

Pension scheme with matching contributions

Life Assurance - 4 x salary

Group Income Protection Insurance

BUPA Cash Plan after probation

Regular social events

Qualifications

• AAT or ATT qualified.
• Strong experience in a similar role offering trusts and tax services.
• Excellent Excel skills and knowledge of double-entry bookkeeping.

Responsibilities

• Preparation of self-assessment income tax returns and CGT returns.
• Preparation of annual trust accounts and compliance matters.
• Preparation of inheritance tax returns.
• Arranging payment of tax and contacting HMRC.
• Registering trusts on HMRC's trust register.
• Liaising with trustees, beneficiaries, and other professionals.

Skills

AAT or ATT qualified

Strong experience in a similar role

Knowledge of double entry bookkeeping

Excellent Excel skills

Experience with tax return and probate case management software

Tools

TaxCalc

Isokon

Job description

A leading legal firm in Oxford seeks an experienced Trust & Tax Manager to join their growing Wills and Inheritance team. The successful candidate will manage tax returns, trust accounts, and compliance matters while working closely with clients. An AAT or ATT qualification along with relevant experience is essential. This position offers numerous benefits including 25 days holiday, a pension scheme with matching contributions, and life assurance among others.