Trust & Tax Manager

Michael Page; Manchester; On-site; GBP 80,000 - 100,000; Full time

Job summary

A professional services firm in Manchester is seeking a Trust & Tax Manager to oversee trust accounts and provide expert tax advice. The ideal candidate will have professional qualifications and strong technical knowledge of tax compliance. This role offers a competitive salary and 25 days of annual leave, along with private medical insurance and a supportive work environment.

Benefits

Competitive salary

25 days of annual leave

Private medical insurance

Death in service benefit

Income protection

Qualifications

• Experience managing a portfolio of trust accounts and providing tax advisory services.
• Strong knowledge of tax regulations and compliance requirements.

Responsibilities

• Manage and oversee a portfolio of trust accounts.
• Provide expert tax advice to clients.
• Prepare and review tax returns for trusts, estates, and individuals.
• Assist with the administration of trusts.
• Stay up-to-date on changes in tax legislation.
• Support junior staff with training and development.
• Identify opportunities for process improvement.

Skills

Strong technical knowledge of trust and tax compliance requirements

Excellent organisational skills

Ability to communicate effectively

Proficiency in relevant accounting and tax software

Education

Professional qualifications in tax or accountancy (e.g., CTA, ACA, ACCA, STEP)

Job description

The Trust & Tax Manager will oversee trust accounts and provide expert tax advice within the professional services industry. This role is based in Manchester and is ideal for a detail-oriented individual with strong knowledge of tax regulations.

Client Details

The company is a well-established, medium-sized professional services firm with a strong presence in Manchester. They specialise in offering tailored solutions to clients and are known for their commitment to excellence in the tax department.

Description

• Manage and oversee a portfolio of trust accounts, ensuring compliance with relevant regulations.
• Provide expert tax advice to clients, addressing complex queries with accuracy and professionalism.
• Prepare and review tax returns for trusts, estates, and individuals as required.
• Assist with the administration of trusts, including drafting trust accounts and maintaining accurate records.
• Stay up-to-date on changes in tax legislation and advise clients accordingly.
• Collaborate with colleagues in the tax department to deliver seamless client service.
• Support junior staff with training and development in trust and tax matters.
• Identify opportunities for process improvement and implement best practices where applicable.

Profile

A successful Trust & Tax Manager should have:

• Professional qualifications in tax or accountancy (e.g., CTA, ACA, ACCA, STEP).
• Strong technical knowledge of trust and tax compliance requirements.
• Experience managing a portfolio of trust accounts and providing tax advisory services.
• Excellent organisational skills and attention to detail.
• Ability to communicate effectively with both clients and colleagues.
• Proficiency in relevant accounting and tax software.

Job Offer

• Competitive salary - DOE
• 25 days of annual leave to support work-life balance.
• Private medical insurance for peace of mind.
• Death in service benefit to provide security for your loved ones.
• Income protection to safeguard your financial stability.
• Opportunity to work in a supportive and collaborative environment in Manchester.

If you are ready to take the next step in your career as a Trust & Tax Manager in the professional services industry, we encourage you to apply today!