Tax & Trusts Manager

Resourcing Group; Guildford; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

25 days holiday

Pension scheme with Salary Exchange

Life Assurance 4x salary

Group Income Protection

BUPA Cash Plan

Social events

Job summary

Resourcing Group has a vacancy for a Trust & Tax Manager in a busy private client team at a leading law firm in Guildford. You will manage self-assessment returns, trust accounts, inheritance tax filings and HMRC correspondence, with a focus on precision and compliance across wills, probate, and estate administration.

The ideal candidate will be ATT/AAT qualified with strong experience in trusts and tax, excellent Excel skills, and familiarity with TaxCalc/Isokon.

Qualifications

• AAT or ATT qualification is required.
• Experience in a similar role in tax/trust matters.
• Proficiency in double-entry bookkeeping and Excel.

Responsibilities

• Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals
• Preparation of annual trust accounts and associated annual compliance matters
• Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests
• Arranging payment of tax and corresponding with HMRC as required
• Dealing with FATCA and CRS compliance
• Registering trusts on HMRC's trust register and maintaining the register
• Liaising with trustees, beneficiaries, investment advisers and other professionals
• Attending annual trustee meetings where appropriate

Skills

Strong experience in a similar role

Attention to detail

Education

AAT or ATT qualified

Tools

TaxCalc

Isokon

Excel

Job description

Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts.

As the Trust & Tax Manager, you will be responsible for:

• Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals

• Preparation of annual trust accounts and associated annual compliance matters

• Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests

• Arranging payment of tax and corresponding with HMRC as required

• Dealing with FATCA and CRS compliance

• Registering trusts on HMRC's trust register and maintaining the register

• Liaising with trustees, beneficiaries, investment advisers and other professionals

• Attending annual trustee meetings where appropriate

The successful Trust & Tax Manager have the following related skills / experience:

• AAT or ATT qualified

• Strong experience in a similar role

• Knowledge of double entry bookkeeping and excellent Excel skills

• Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous.

Benefits:

• 25 days hols + bank hols

• Pension scheme - Scottish Widows Pension scheme with an option to join the Salary Exchange scheme, contribution levels are 5% employee with a matching 5% employer contribution

• Life Assurance - 4 x salary

• Group Income Protection Insurance

• BUPA Cash Plan - Auto enrolment after completion of probationary period

• Regular events organised by the social committee including a summer and Christmas parties