Trust & Tax Manager

IPS Finance; Slaithwaite; Hybrid; GBP 45,000 - 65,000; Part time

Job summary

IPS Finance is seeking an experienced Tax & Trust Manager for a permanent hybrid role. The position can be part-time (25 hours) or full-time (up to 37 hours) per week, with flexible working patterns in the Yorkshire region.

The role involves ownership of trust, estate and personal tax work, advising clients and colleagues, and contributing to service development. You will work with a supportive team to deliver specialist tax and trust services, build relationships with clients and continue to

Qualifications

• Strong knowledge of personal taxation, trusts and estate administration.
• Experience in solicitor's or accountancy practice.
• Ability to manage a varied portfolio with autonomy.
• Excellent communication and client relationship skills.
• Proactive and commercially minded with a view to developing the service.
• ATT, CTA, STEP, AAT or equivalent qualification or experience.

Responsibilities

• Preparing and reviewing self-assessment tax returns for individuals, estates and trusts.
• Preparing trust accounts.
• Calculating and submitting trust-related Inheritance Tax returns, including ten-year anniversary and exit charge returns.
• Advising on trust administration, distributions and capital gains tax planning.
• Managing capital gains tax reporting for residential property disposals.
• Ensuring trusts meet HMRC Trust Registration Service obligations.
• Providing personal tax and trust advice to clients and advisers.
• Supporting colleagues with technical tax and trust queries.
• Developing client relationships and growing the service offering.

Skills

Taxation knowledge

Trusts & estates

Client relationships

Autonomy

Commercial mindset

Education

ATT/CTA/STEP/AAT or QBE

Job description

An established professional services firm is looking to recruit a Tax & Trust Manager on a permanent basis. This is a hybrd role that can be fulfilled on a part time or full time basis.

This is an excellent opportunity for an experienced tax professional from either a solicitor's practice or accountancy practice to take ownership of a varied portfolio of trust, estate and personal tax work, while playing an active role in developing the wider service.

Working alongside colleagues across the business, you will provide specialist technical advice, build strong client relationships and help shape the future development of this specialist area.

Key responsibilities will include:

• Preparing and reviewing self-assessment tax returns for individuals, estates and trusts.
• Preparing trust accounts.
• Calculating and submitting trust-related Inheritance Tax returns, including ten-year anniversary and exit charge returns.
• Advising on trust administration, distributions and capital gains tax planning.
• Managing capital gains tax reporting for residential property disposals.
• Ensuring trusts meet their HMRC Trust Registration Service obligations.
• Providing personal tax and trust advice to clients and their professional advisers.
• Supporting colleagues with technical tax and trust queries.
• Developing client relationships, identifying cross-referral opportunities and helping grow the service offering.

The successful candidate will have:

• Previous experience working within either a solicitor's practice or accountancy practice.
• Strong knowledge of personal taxation, trusts and estate administration.
• The ability to manage a varied portfolio with a good degree of autonomy.
• Excellent communication and client relationship skills.
• A proactive and commercially minded approach, with an interest in developing a specialist service.
• ATT, CTA, STEP, AAT or qualified by expereince, although relevant experience will also be considered.

The opportunity:

A permanent position offering between 25 and 37 hours per week, with flexibility around working arrangements.

This is a chance to join a supportive and ambitious team, take ownership of an established area of work and make a meaningful contribution to its future growth.

IPS Finance has 45 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned.