Senior Private Client Trusts & Tax Manager

Focus Resourcing Limited; England; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

25 days hols + bank hols

Pension scheme

Life Assurance - 4 x salary

Group Income Protection Insurance

BUPA Cash Plan

Social events

Job summary

Focus Resourcing Limited is assisting a Legal 500-ranked firm in recruiting a Trust & Tax Manager for their busy Wills and Inheritance team. The role covers preparing tax returns for trusts and estates, trust accounts, and IHT returns, along with FATCA/CRS compliance and liaison with trustees and professionals.

The ideal candidate will be AAT or ATT qualified with strong bookkeeping and Excel skills, and experience with TaxCalc/Isokon is advantageous.

Qualifications

• Qualified in AAT or ATT.
• Strong experience in a similar Trust & Tax Manager role.
• Knowledge of double-entry bookkeeping and excellent Excel skills.
• Experience of tax return and probate case management software (TaxCalc/Isokon advantageous).

Responsibilities

• Prepare self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals.
• Prepare annual trust accounts and associated compliance matters.
• Prepare inheritance tax returns for exit charges, 10-year charges and life interests terminations.
• Arrange payment of tax and correspond with HMRC as required.
• Deal with FATCA and CRS compliance.
• Register trusts on HMRC trust register and maintain the register.
• Liaise with trustees, beneficiaries, investment advisers and other professionals.
• Attend annual trustee meetings where appropriate.

Skills

Excel skills

AAT/ATT qualification

Double-entry bookkeeping

Education

AAT/ATT qualification

Tools

TaxCalc

Isokon

Job description

Focus Resourcing Limited is assisting a Legal 500-ranked firm in recruiting a Trust & Tax Manager for their busy Wills and Inheritance team. The role covers preparing tax returns for trusts and estates, trust accounts, and IHT returns, along with FATCA/CRS compliance and liaison with trustees and professionals.

The ideal candidate will be AAT or ATT qualified with strong bookkeeping and Excel skills, and experience with TaxCalc/Isokon is advantageous.