Trust & Tax Manager - Hybrid | Flexible Hours

IPS Finance

Slaithwaite

Hybrid

GBP 45,000 - 65,000

Part time

5 days ago

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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.