Tax & Trusts Manager

Focus Resourcing; Wrecclesham; On-site; GBP 45,000 - 65,000; Full time

Job summary

Une firme de droit classée parmi les 500 meilleures recrute un Trust & Tax Manager pour soutenir son équipe en Wills et Inheritance. Le candidat idéal devra préparer des déclarations fiscales, gérer des comptes de fiducie, et posséder une solide expérience dans le secteur. Cette position offre un environnement de travail dynamique et de nombreux avantages, dont une solide politique de congés et un plan de retraite.

Benefits

25 jours de congés + jours fériés

Régime de retraite

Assurance vie - 4 x salaire

Protection du revenu de groupe

Plan Cash BUPA

Événements sociaux réguliers

Qualifications

• Expérience significative dans un rôle similaire.
• Connaissance de la comptabilité en partie double.
• Gestion des déclarations de revenus et de l'administration des successions.

Responsibilities

• Préparer des déclarations de revenus auto-évaluées.
• Gérer la conformité FATCA et CRS.
• Participer aux réunions annuelles des fiduciaires.

Skills

Double entry bookkeeping

Excel

Tax return management

Probate case management

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)