Trust & Tax Manager

Michael Page; Pulborough; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading professional services organisation is looking for a full-time Trust & Tax Manager to handle tax planning and reporting for trusts. Responsibilities include providing tax advice, completing annual tax returns, and supporting the private client team in various administrative matters. Ideal candidates will have an accounting qualification and certifications such as ATT, CIOT, or STEP. Salary offers range from £45,000 to £60,000 depending on experience.

Qualifications

• Experience in providing tax planning advice for trusts.
• Knowledge of HM Revenue and Customs processes.
• Familiarity with FATCA/CRS reporting.

Responsibilities

• Provide tax planning advice regarding all aspects of trusts.
• Complete trustees' annual tax returns and arrange payments.
• Support the private client team in various tasks related to trusts.

Skills

Tax planning

Inheritance tax calculations

Client communication

Trust reporting

Education

Accounting qualification

ATT, CIOT or STEP

Job description

Overview

Client Details: A leading professional services organisation based in West Sussex are looking to hire a full time permanent Trust & Tax Manager.

Responsibilities

• Tax planning advice regarding all aspects of trusts.
• Inheritance tax calculations.
• Completion of trustees' annual tax returns, delivery to HM Revenue and Customs and arranging payments of tax by statutory deadlines.
• FATCA/CRS/Trust Register reporting.
• Support to the wider private client team whose work involves will drafting, estate planning, complex tax planning, trusts and estate administration, preparation of lasting powers of attorney, and administration on behalf of a range of private clients.
• Corresponding effectively with trustees and beneficiaries regarding distributions of income and capital.
• Liaising with investment managers concerning performance, valuations, statements, and advice.
• Help to devise 'family office' services - administrative matters and collation of information for report preparation.

Profile / Qualifications

• Accounting qualification.
• ATT, CIOT or STEP.

Job Offer

• £45-60,000 DOE.