Trust & Tax Manager

JMW Solicitors LLP; Manchester; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading firm in Manchester seeks a Trust & Tax Manager to enhance their Private Wealth department. This full-time role involves managing clients, preparing trust accounts, and ensuring excellent communication. The ideal candidate will be familiar with tax reporting and possess strong organizational skills, offering plenty of opportunities for professional development in a supportive environment.

Benefits

Minimum of 25 days' annual leave

Travel Insurance for family members

Death In Service - 3 x basic salary

Private Medical Insurance options

Income Protection - cover up to 75% of salary

Interest free travel pass/parking loan

Early finish one Friday a month

Two days for charitable work

Participation in sports teams and social events

Access to Employee Assistance Programme

Qualifications

• Enthusiastic and dedicated to a career in private client work.
• Familiar with tax reporting software, excellent organizational and problem-solving skills.
• Self-motivated with good internal personal skills.

Responsibilities

• Manage clients on tax and succession planning issues.
• Prepare trust accounts, tax returns and handle communications with HM Revenue and Customs.
• Review trust deeds and prepare for trustees' meetings.

Skills

Problem-solving

Organizational skills

Communication

Attention to detail

Judgment

Education

Diploma qualified STEP or other relevant professional tax qualification

Tools

CCH or similar tax reporting software

Job description

We are looking to recruit a Trust & Tax Manager to join the Private Wealth department in our Manchester office.

The successful candidate will work closely with partners and members of our growing team. The team itself deals with a wide range of trust administration work together with tax and probate matters.

The role will suit someone who has excellent people skills and who is looking to develop their career within a friendly team.

We encourage applications from applicants who have been exposed to general private client and are looking to expand their knowledge and experience in the area.

This is a full-time position (35 hours a week), based at our head office in Spinningfields, Manchester with the option to work remotely up to two days a week.

Key Duties and Responsibilities

• Pro-actively managing clients to ensure any tax-planning and/or succession planning issues are acted upon when appropriate.
• Overseeing and contributing towards the timely preparation of trust accounts and tax returns including inheritance tax returns and dealing with HM Revenue and Customs as required.
• Calculating trustees’ liabilities to IHT, CGT and Income Tax and making use of annual exemptions.
• Preparing for and attending trustees’ meetings and taking minutes of those meetings.
• Dealing with payments and distributions from trusts, both capital and discretionary income distributions.
• Preparing and reviewing trustees’ investment policy statements.
• Reviewing and interpreting trust deeds and related documentation with input from the wider team, as appropriate.
• Keeping partners regularly updated with progress on assignments and assisting with billing.
• Ensure all written and verbal communication is of the highest professional standard.
• Any other tasks as may be required from time to time.

Person Specification / Technical Skills

The ideal candidate will:

• Be enthusiastic and dedicated to pursuing a career in private client work, with a focus on trust and estate administration.
• Be willing to share knowledge and experience with colleagues. Have excellent organisational skills and the ability to prioritise competing demands effectively. Have a high degree of attention to detail.
• Be familiar with CCH or a similar tax reporting software (although full training can be given where necessary).
• Have strong problem-solving skills.
• Good level of judgement and logical approach to problem solving.
• Good standard of oral and written communication skills.
• Self-motivated and have the ability to work under pressure.
• The ability to deal with client and professional advisors thereby showing a commitment to providing a quality service.
• Good internal personal skills in dealing with clients, colleagues and senior management.
• Good time management and organisational skills.
• Have ability to multi-task.
• Able to work on own initiative and to be highly disciplined.

Professional Qualifications:

Diploma qualified STEP or other relevant professional tax qualification. However, lack of these qualifications should not put applicants off from applying and practical experience will be considered.

Working for JMW

As well as a rewarding career, JMW offers its colleagues many other opportunities and benefits, including:

• A minimum of 25 days' annual leave (increasing with length of service) plus office closure between Christmas and New Year
• Travel Insurance – covering you and eligible family members
• Death In Service - 3 x basic salary
• Private Medical Insurance (subject to opting in) and option of contributing to add eligible family members
• Income Protection - cover of up to 75% of salary
• Access to an interest free travel pass/parking loan
• A one-hour early finish, one Friday a month
• Two days a year to do charitable work, with a huge variety of events to get involved in
• The opportunity to participate in sports teams, hobby clubs, and social events
• Access to our Employee Assistance Programme and trained Mental Health First Aiders