Tax & Trusts Manager

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

Job summary

A legal firm in Wrecclesham is seeking an experienced Trust & Tax Manager to join their growing Wills and Inheritance team. Responsibilities include preparing income tax and inheritance tax returns, managing trust accounts, and liaising with trustees and beneficiaries. The ideal candidate will be AAT or ATT qualified with strong case management skills. Benefits include 25 days holiday, a pension scheme, life assurance, and other health benefits.

Benefits

25 days holiday + bank holidays

Pension scheme with matching contributions

Life Assurance

Group Income Protection Insurance

BUPA Cash Plan

Regular social events

Qualifications

• Broad experience in offering private clients wills, inheritance, probate, estate administration, tax planning and trusts.
• Preparation of self-assessment income tax returns and land disposal CGT returns.

Responsibilities

• Preparation of annual trust accounts and associated annual compliance matters.
• Arranging payment of tax and corresponding with HMRC as required.
• Registering trusts on HMRC's trust register and maintaining the register.

Skills

Strong experience in a similar role

Knowledge of double entry bookkeeping

Excellent Excel skills

Experience of tax return and probate case management 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 (phone number removed)