Trust Tax Manager (Hybrid) – Top Firm

PRO TAX; Manchester; Hybrid; GBP 50.000 - 70.000; Vollzeit

Benefits dieser Stelle

Benefits

Bonus

Zusammenfassung

PRO TAX in Manchester is expanding its trust tax advisory team within a Top 10 accountancy firm. The Trust Tax Manager role focuses on managing portfolios, preparing returns, and advising on tax implications for trusts and estates.

The position offers hybrid/flexible working with a clear progression path. Relevant ATT/ACA/STEP/CTA qualifications and advisory experience are highly valued.

Qualifikationen

• Qualified ATT/ACA/STEP/CTA with trust tax focus.
• Trust compliance/portfolio experience essential.
• Advisory experience a bonus and may be developed.

Aufgaben

• Manage a portfolio of trust clients, including UK resident and non-resident trusts, estates and high-net-worth individuals.
• Prepare and review trust tax returns and related compliance docs per HMRC.
• Advise trustees and beneficiaries on distributions, income and capital gains tax.
• Ensure timely submission of returns and payments; liaise with HMRC.
• Provide guidance on inheritance tax, capital gains tax and income tax for trusts.
• Coordinate with solicitors and financial advisers for reporting and planning.
• Support TRS registrations and ongoing compliance obligations.
• Identify tax planning opportunities; advise on restructuring/winding up trusts.
• Stay updated on legislation and communicate updates to clients and colleagues.
• Assist with internal training and development of junior staff.
• Review trust accounts and allocate income/capital for tax purposes.
• Contribute to business development, proposals and client pitches.

Kenntnisse

Trust tax knowledge

Portfolio management

HMRC compliance guidance

Advisory skills

Ausbildung

ATT/ACA/STEP/CTA qualification

Tools

TRS knowledge

Jobbeschreibung

PRO TAX in Manchester is expanding its trust tax advisory team within a Top 10 accountancy firm. The Trust Tax Manager role focuses on managing portfolios, preparing returns, and advising on tax implications for trusts and estates.

The position offers hybrid/flexible working with a clear progression path. Relevant ATT/ACA/STEP/CTA qualifications and advisory experience are highly valued.