Tax & Trusts Manager

Focus Resourcing; Oxford; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading legal firm in Oxford seeks an experienced Trust & Tax Manager to support their growing Wills and Inheritance team. The role encompasses preparation of tax returns, trust accounts, and compliance with various tax regulations. Qualified candidates should have extensive experience in tax management and bookkeeping, with familiarity in relevant software being a plus. This position offers competitive benefits including generous holiday, pension scheme, and life assurance.

Benefits

25 days holiday + bank holidays

Pension scheme

Life Assurance

Group Income Protection Insurance

BUPA Cash Plan

Qualifications

• Strong experience in a similar role is essential.
• Knowledge of double entry bookkeeping required.
• Experience with tax return and probate case management software is advantageous.

Responsibilities

• Prepare self-assessment income tax returns and CGT returns.
• Prepare annual trust accounts and compliance matters.
• Handle inheritance tax return preparation.

Skills

Self-assessment income tax preparation

Trust accounting

Inheritance tax returns

FATCA and CRS compliance

Double entry bookkeeping

Education

AAT or ATT qualified

Tools

TaxCalc

Isokon

Excel

Job description

Overview

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.

Responsibilities

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

Qualifications

• 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

For more information, please contact Sharon Tanner or Chloe Bennett.