Trust & Tax Manager

Page Personnel; 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 a portfolio of trust accounts and provide expert tax advice. The ideal candidate will have professional qualifications and a strong technical knowledge of trust compliance. This role offers a competitive salary, 25 days of annual leave, and private medical insurance, providing a supportive work environment.

Benefits

Competitive salary

25 days of annual leave

Private medical insurance

Death in service benefit

Income protection

Qualifications

• 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.

Responsibilities

• Manage and oversee a portfolio of trust accounts, ensuring compliance.
• Provide expert tax advice addressing complex queries.
• Prepare and review tax returns for trusts, estates, and individuals.
• Assist with the administration of trusts including drafting accounts.
• Stay updated on changes in tax legislation.
• Collaborate with colleagues in the tax department.
• Support junior staff with training and development.
• Identify opportunities for process improvement.

Skills

Professional qualifications in tax or accountancy

Strong technical knowledge of trust and tax compliance requirements

Experience managing a portfolio of trust accounts

Excellent organisational skills

Effective communication skills

Proficiency in accounting and tax software

Education

CTA, ACA, ACCA, STEP

Job description

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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.

Job 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.

The Successful Applicant

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.

What's on 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!