Trusts Tax Manager

Grant Thornton UK; Liverpool; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading advisory firm in Liverpool seeks a Manager for their Trusts Tax team. You will manage a diverse portfolio of trust clients, develop junior colleagues, and actively engage with senior management. A professional qualification (CTA or STEP) and experience in Trusts Tax are essential. The role offers flexibility, a supportive culture, and opportunities for personal and professional development.

Qualifications

• Experience managing a client portfolio.
• Trust and/or Private Client advisory experience preferred.
• Experience with trust compliance.

Responsibilities

• Manage a portfolio of varied trust clients.
• Support senior management in tax compliance.
• Develop junior team members.

Skills

Trusts Tax knowledge

Client portfolio management

Communication

Team development

Education

Professional qualification (CTA or STEP)

Job description

Alternatively, Grant Thornton

At Grant Thornton we do things differently - looking to the future, driving ambitious growth and pioneering positive change in our industry. Providing audit, tax and advisory services, we empower clients through strategic insight, curiosity, and genuine partnership. And we empower our people with real opportunity, an inclusive culture and work life balance. A true alternative.

With over 5,000 people in the UK, and a presence in 150 global markets, we're on an ambitious journey, from great to exceptional, and we need the best people to help us achieve our potential. And with that comes the opportunity to help redefine what our industry looks like, and what you want from your career.

Job Description:

Every day our teams help people in businesses and communities to do what is right and achieve their goals. Working as part of our National Trusts Tax team, you’ll have the opportunity to manage a large and varied portfolio of clients with support from an exceptional network of senior leadership and junior colleagues. We work to develop our internal talent and offer a great deal of client exposure and responsibility in return.

We’re happy to talk flexible working and consider reduced hours and job shares, we’ll support you to balance your work and life.

A look into the role

As Manager within our Trusts Tax team you will:

• Be afforded the opportunity to manage your own interesting portfolio of varied trust clients with the support of an outstanding management team. You'll be trusted to work effectively and any ideas for improvements to service will be listened to by senior management.
• Take responsibility for developing more junior team members, understanding their career aspirations and support in this delivery.
• Be actively involved in client meetings, concisely and confidently answering client queries.
• Be involved in supporting senior management in producing high quality tax compliance and advice accurately, delivering on expectations and deadlines.
• Have an opportunity to join a large and high performing team within Grant Thornton. We're looking for individuals who are prepared to grow their internal network as you will have the opportunity to work with the wider Tax teams together with the wider GT network.

Knowing you’re right for us

You will have a working knowledge of Trusts Tax and will have experience of managing a client portfolio. We’re always on hand to offer support and guidance and are looking for colleagues who are invested in their professional and personal development.

Joining us as a Manager, the minimum criteria you’ll need is a professional qualification (CTA or STEP) with post qualification experience, and to be confident managing a portfolio of clients.

It would be great if you had some of the following skills, but don’t worry if you don’t tick every box, we’ll help you develop along the way.

• Trust and / or Private Client advisory experience (including advice on potential changes to Trusts, tax efficient trust payments, and Inheritance Tax planning).
• Trust compliance experience.
• A working knowledge of onshore trusts but if you have experience of offshore trusts would be desirable but not essential.
• Experience with a varied portfolio of trust clients.

Knowing we’re right for you

Embracing uniqueness, the culture at Grant Thornton thrives on the contributions of all our people, we never settle for what is easy, we look beyond to deliver the right thing, for everyone. Building an inclusive culture, where we value difference and respect our colleagues helps our people to perform at the best of their ability and realise their potential.

Our open and accessible culture means you’ll interact with leaders who are interested in you and everything you bring to our firm. The things that set you apart, we value them. That’s why we give you the freedom to bring your whole self to work and pursue your passions inside and outside of work.

Beyond the job

Life is more than work. The things you do, and the people you’re with outside of work matter, that’s why we’re happy to look at flexible working options for all our roles, and we’ll always do our best to keep your work and life in balance.

The impact you can make here will go far beyond your day job. From secondments, to fundraising for local charities, or investing in entrepreneurs in the developing world, you’ll be giving back to society. It’s that drive to do the right thing that runs through our every move, grounded in our It’s that drive to do the right thing that runs through our every move, grounded in our firm’s values – purposefully driven, actively curious and candid but kind.

We’re looking for people who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what’s right, for the firm, our clients, our people and themselves. It’s how it should be.

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