Tax & Trusts Manager

Focus Resourcing; Wokingham; On-site; GBP 50,000 - 70,000; 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 committee events

Job summary

Focus Resourcing is seeking a Trust & Tax Manager for a leading law firm in Wokingham, offering private client services including wills, inheritance, probate, estate administration, tax planning and trusts.

You will oversee taxation and trust administration, liaising with trustees and professionals, and supporting annual trustee meetings within a busy team.

Qualifications

• AAT or ATT qualification is required.
• Strong experience in a similar Trusts/Tax role.
• Knowledge of double-entry bookkeeping and excellent Excel skills.
• Experience with tax return and probate case management software (TaxCalc/Isokon preferred).

Responsibilities

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

Skills

AAT/ATT

Tax & probate knowledge

Double-entry bookkeeping

Excel skills

TaxCalc/Isokon experience

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 (phone number removed)