Trusts Tax Manager — Hybrid & Flexible Hours, Progression

ICAEW; Manchester; Híbrido; GBP 70.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid and flexible working

Competitive salary and comprehensive B

Descripción de la vacante

ICAEW in Manchester is seeking a Trusts Tax Manager to lead a varied portfolio of trust clients, delivering high-quality tax compliance and advisory support within the Private Client and Trusts team. You will have direct client contact and autonomy to manage your portfolio while benefiting from a knowledgeable team and strong leadership.

Joining a national team, you will work on complex trust matters, Inheritance Tax planning and private client advisory, with flexible and hybrid working

Formación

• CTA or STEP qualification with post-qualification experience
• Strong knowledge of UK trusts taxation
• Experience managing a varied portfolio of trust clients
• Experience reviewing trust accounts and tax returns
• Trust or Private Client advisory experience
• Knowledge of Inheritance Tax reporting and planning
• Ability to lead client conversations and explain technical matters
• Experience reviewing work and developing junior colleagues
• Excellent organisational skills to manage multiple deadlines

Responsabilidades

• Manage a varied portfolio of trust clients and build long-term relationships with trustees and advisers
• Review trust tax returns, trust accounts and associated compliance work
• Provide advice on trust-related tax matters, including changes to trust structures and tax-efficient trust payments
• Support clients with Inheritance Tax reporting and private client matters
• Attend client meetings and respond confidently to technical queries
• Work closely with senior managers and directors to deliver high-quality tax compliance and advisory work
• Manage deadlines, workflow and client expectations across your portfolio
• Review work completed by junior colleagues and provide constructive feedback
• Support the development of more junior members of the team, considering their career goals and training needs
• Build relationships across the wider tax practice and identify opportunities to collaborate with other specialist teams
• Contribute ideas around service delivery, team development and process improvements

Conocimientos

Trust taxation

Portfolio management

Client communication

Mentoring juniors

Tax advisory

Inheritance Tax

Deadline management

Stakeholder engagement

Team leadership

Technical explanations

Educación

CTA/STEP qualification

Descripción del empleo

ICAEW in Manchester is seeking a Trusts Tax Manager to lead a varied portfolio of trust clients, delivering high-quality tax compliance and advisory support within the Private Client and Trusts team. You will have direct client contact and autonomy to manage your portfolio while benefiting from a knowledgeable team and strong leadership.

Joining a national team, you will work on complex trust matters, Inheritance Tax planning and private client advisory, with flexible and hybrid working