Trust & Tax Manager

Michael Page (UK); Manchester; On-site; GBP 45,000 - 70,000; Full time

Job summary

A professional services firm in Manchester is seeking a Trust & Tax Manager to manage trust accounts and provide expert tax advice. The role requires strong qualifications in taxation or accountancy and involves preparing tax returns and mentoring junior staff. This position offers competitive salary, 25 days annual leave, and private medical insurance.

Benefits

Competitive salary - DOE

25 days of annual leave

Private medical insurance

Death in service benefit

Income protection

Qualifications

• Professional qualifications in tax or accountancy.
• Experience managing a portfolio of trust accounts.
• Strong technical knowledge of tax compliance.

Responsibilities

• Manage and oversee a portfolio of trust accounts.
• Provide expert tax advice to clients.
• Prepare and review tax returns for trusts and estates.

Skills

Tax advisory services

Portfolio management

Organisational skills

Client communication

Attention to detail

Accounting software proficiency

Education

CTA, ACA, ACCA, or STEP qualifications

Job description

About Our Client

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!