Tax & Trusts Manager

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

Job summary

A leading legal firm is seeking a Trust & Tax Manager for their expanding Wills and Inheritance team. You will be responsible for tax preparation, compliance, and liaising with clients to provide comprehensive services in trust and estate management.

Benefits

25 days holidays + bank holidays

Pension scheme with employer contributions

Life Assurance - 4 x salary

Group Income Protection Insurance

BUPA Cash Plan after probation

Social committee events

Qualifications

• Strong experience in a similar role required.
• Knowledge of tax planning and trusts essential.
• Experience dealing with HMRC and compliance matters.

Responsibilities

• Prepare self-assessment income tax returns and land disposal CGT returns.
• Prepare annual trust accounts and compliance matters.
• Liaise with trustees, beneficiaries, and investment advisers.

Skills

Double entry bookkeeping

Excel

Tax return management

Probate case management

Education

AAT or ATT qualified

Tools

TaxCalc

Isokon

Case management software

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 (phone number removed)