Trust and Tax Manager

RGH-Global Ltd; Cheltenham; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A leading company based in Cheltenham is seeking an experienced professional for their Tax, Trusts & Succession group. This hybrid role involves managing client portfolios, overseeing tax issues, and collaborating with various teams to deliver personalized client services. Ideal candidates will have strong accounts experience along with excellent interpersonal and IT skills.

Qualifications

• Strong desire to learn about Trusts.
• Self-motivated and proactive behavior.
• Ability to build rapport with clients.

Responsibilities

• Oversee and manage client portfolios.
• Resolve tax planning and succession issues.
• Prepare and submit trust accounts and tax returns.

Skills

Accounts experience

Team collaboration

Time management

Problem-solving

Client relationship management

Proficiency in IT

Education

STEP qualification

Tools

Computerized accounts software

Tax software

Job description

Salary - £55,000 - £65,000Location - CheltenhamHybrid Structure - 2 Days in office each weekRole Description:This role involves working with private clients and various partners within the Tax, Trusts & Succession group, perfect for those aiming to advance their careers in a well-recognized, collaborative team.Team Interaction:Collaborate with teams from Private Property, Tax, Trusts, and Succession across the UK and internationally. We pride ourselves on delivering personalized services and building lasting client relationships.Key Responsibilities:

• Oversee and manage your own client portfolios.
• Address and resolve tax planning and succession issues.
• Manage relationships with grant-making and applicant charities.
• Prepare and submit trust accounts and tax returns, including inheritance tax returns.
• Calculate trustees liabilities for IHT, CGT, and Income Tax.
• Attend and document trustees meetings.
• Handle payments and distributions from trusts.
• Conduct investment reviews and monitor portfolio performance.
• Interpret and review trust deeds with team input.
• Keep managers and partners informed on progress and assist with billing.
• Manage a substantial and varied workload efficiently.
• Supervise and guide junior team members.
• Comply with all relevant regulatory obligations, including SRA Standards and Regulations.

Ideal Candidate Profile:

• Strong Accounts experience.
• STEP qualification is an advantage but not required.
• Proficient in computerized accounts and tax software.
• Strong team collaboration and mentoring skills.
• Good judgment and understanding of clients needs.
• Effective time management and problem-solving abilities.
• Self-motivated and proactive.
• Excellent at building rapport with clients.
• Proficient in IT, including MS Office.
• An interest in Trusts or learning about Trusts.

Core Competencies:

• Collaboration
• Integrity and respect
• Inclusivity
• High standards
• Commercial acumen
• Client-centric approach