Trusts & Tax Manager

Focus Resourcing Limited; Wokingham; On-site; GBP 65,000 - 95,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Pension scheme

Life Assurance 4x salary

Group Income Protection

BUPA Cash Plan

Social events

Job summary

Focus Resourcing Limited is supporting a legal 500-ranked firm in Wokingham to hire an experienced Trust & Tax Manager for its busy Wills and Inheritance team. The role covers private client tax, trust administration, probate, estate planning, and related compliance.

The successful candidate will handle tax returns for trusts and estates, liaise with trustees and professionals, and contribute to year-end accounts and regulatory reporting.

Qualifications

• Qualified AAT or ATT with private client tax focus.
• Experience in trusts, estates and tax planning.
• Good Excel and bookkeeping knowledge.
• Familiarity with tax software such as TaxCalc or Isokon.

Responsibilities

• Prepare self-assessment income tax returns for trusts, estates and individuals.
• Prepare annual trust accounts and compliance matters.
• Prepare inheritance tax returns for exit charges, 10-year charges, and life interests terminations.
• Arrange payment of tax and correspondence with HMRC.
• Deal with FATCA and CRS compliance.

Skills

Trust & Tax management

Private client tax

Bookkeeping (double entry)

Excel

Education

AAT or ATT qualification

Tools

TaxCalc

Isokon

Job description

Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts.

As the Trust & Tax Manager, you will be responsible for:

• Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals
• Preparation of annual trust accounts and associated annual compliance matters
• Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests
• Arranging payment of tax and corresponding with HMRC as required
• Dealing with FATCA and CRS compliance
• Registering trusts on HMRC's trust register and maintaining the register
• Liaising with trustees, beneficiaries, investment advisers and other professionals
• Attending annual trustee meetings where appropriate

The successful Trust & Tax Manager have the following related skills / experience:

• AAT or ATT qualified
• Strong experience in a similar role
• Knowledge of double entry bookkeeping and excellent Excel skills
• Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous.

Benefits:

• 25 days hols + bank hols
• Pension scheme - Scottish Widows Pension scheme with an option to join the Salary Exchange scheme, contribution levels are 5% employee with a matching 5% employer contribution
• Life Assurance - 4 x salary
• Group Income Protection Insurance
• BUPA Cash Plan - Auto enrolment after completion of probationary period
• Regular events organised by the social committee including a summer and Christmas parties

For more information, please contact Sharon Tanner or Chloe Bennett on (phone number removed)