Trust & Tax Manager (Hybrid) - Lead Client Advisory

Ips Group; Greater London; Hybrid; GBP 65,000 - 90,000; Full time

Job summary

Ips Group is recruiting a Tax & Trust Manager for a permanent, hybrid role in Greater London. The successful candidate will oversee a varied portfolio of trust, estate and personal tax work, providing technical advice and developing client relationships.

Experience from a solicitor's or accountancy practice is preferred. ATT/CTA/STEP/AAT or QBE are welcomed; strong communication and commercial acumen are essential.

Qualifications

• Experience in solicitor or accountancy practice.
• Strong knowledge of personal taxation, trusts and estate administration.
• Ability to manage a varied portfolio with autonomy.
• Excellent communication and client relationship skills.
• Proactive, commercially minded with interest in developing a specialist service.
• ATT, CTA, STEP, AAT or qualified by experience (QBE) considered.

Responsibilities

• Preparing and reviewing self-assessment tax returns for individuals, estates and trusts.
• Preparing trust accounts.
• Calculating and submitting trust-related Inheritance Tax returns (ten-year anniversary and exit charges).
• 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, identifying cross-referral opportunities and growing the service offering.

Skills

Trust administration

Personal taxation

Tax planning

Client relationships

Communication

Autonomy

Education

ATT/CTA/STEP/AAT or QBE

Job description

Ips Group is recruiting a Tax & Trust Manager for a permanent, hybrid role in Greater London. The successful candidate will oversee a varied portfolio of trust, estate and personal tax work, providing technical advice and developing client relationships.

Experience from a solicitor's or accountancy practice is preferred. ATT/CTA/STEP/AAT or QBE are welcomed; strong communication and commercial acumen are essential.