Tax & Trusts Manager

Resourcing Group; Reading; On-site; GBP 45,000 - 60,000; Full time

Job summary

A renowned legal firm in Reading is seeking an experienced Trust & Tax Manager to join their Wills and Inheritance team. The role involves preparation of tax returns, compliance management, and liaison with various stakeholders. The position offers competitive benefits and a collaborative work environment.

Benefits

25 days holiday plus bank holidays

Pension scheme with employer matching

Life Assurance - 4 x salary

Group Income Protection Insurance

BUPA Cash Plan after probation

Social committee events, including parties

Qualifications

• Strong experience in a similar role required.
• Experience with compliance and case management.
• Ability to liaise with trustees, beneficiaries, and HMRC.

Responsibilities

• Preparation of self-assessment income tax returns.
• Liaising with trustees, beneficiaries, and other professionals.
• Arranging payment of tax and handling compliance matters.

Skills

Knowledge of double entry bookkeeping

Excellent Excel skills

Experience with tax return software

Education

AAT or ATT qualified

Tools

TaxCalc

Isokon

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

For more information, please contact Sharon Tanner or Chloe Bennett on 0118 956 7064

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