Tax & Trusts Manager

Resourcing Group; Wokingham; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

25 days holiday

Pension scheme

Life Assurance

Group Income Protection

BUPA Cash Plan

Social events

Job summary

Resourcing Group client, a leading UK firm in the Wokingham area, seeks a Trust & Tax Manager to manage tax for trusts and estates, including wills, probate, and tax planning. The role involves coordinating with trustees and professionals, handling HMRC interactions, and ensuring compliance with trust accounting standards.

The ideal candidate will hold AAT/ATT qualifications, have broad experience in private client tax, and be proficient in Excel and tax software such as TaxCalc or Isokon.

Qualifications

• Must hold an AAT or ATT qualification and have broad private client tax experience.
• Strong experience in a similar role within wills, inheritance and probate matters.
• Knowledge of double-entry bookkeeping and proficient Excel skills.
• Experience with tax return and probate case management software (TaxCalc/Isokon advantageous).

Responsibilities

• Prepare self-assessment income tax returns for trusts, estates and individuals.
• Prepare annual trust accounts and annual compliance matters.
• Prepare inheritance tax returns for exit charges, 10-year charges and termination of life interests.
• Register trusts on HMRC's trust register and maintain the register.
• Coordinate with trustees, beneficiaries and professionals, and attend trustee meetings.

Skills

AAT/ATT

Tax experience

Bookkeeping

Excel

Education

AAT/ATT qualification

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