Trust and Tax Manager

RGH-Global | People Services; Cheltenham; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading company specializing in finance recruitment is looking for a Trust and Tax Manager in Cheltenham. This permanent position offers a hybrid work format and entails managing client tax portfolios and succession issues while collaborating with a dedicated team. An ideal candidate will possess strong interpersonal skills and be proactive in a client-focused environment.

Qualifications

• STEP qualification is an advantage but not required.
• Proficient in computerized accounts and tax software is essential.
• Interest in Trusts or readiness to learn about Trusts.

Responsibilities

• Manage client portfolios and resolve tax planning issues.
• Prepare trust accounts and tax returns including IHT.
• Supervise and guide junior team members.

Skills

Strong team collaboration

Mentoring skills

Problem-solving abilities

Time management

Proficient in IT, including MS Office

Client rapport building

Tools

Computerized accounts and tax software

Job description

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RGH-Global | People Services provided pay range

This range is provided by RGH-Global | People Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from RGH-Global | People Services

Recruitment Partner at RGH-Global. Specialising in recruiting finance personnel into the professional service industries.

Job Opportunity: Trust and Tax Manager

Hybrid Structure 2 days WFH

Permanent

Role 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:

• 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:

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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Law Practice, Legal Services, and Accounting

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