Roland White has been exclusively engaged by one of the UK's leading Private Client Firms to undertake a search for a new Trust and Tax Manager or Senior Manager.
The firm we are supporting are one of the leading private client specialists in the UK and provide a range of finance, wealth and advisory services to some of the most exclusive and affluent individuals, families and corporate companies from around the world.
Working directly with the firms senior leadership, the successful individual will be tasked with providing trust accounting and tax support to a high calibre portfolio of existing private clients. The role will also involve a mix personal / private client focused tax work in relation to trusts.
A real differentiator for this opportunity, is the chance to become the go to specialist in the firm for trust accounting and taxation matters. You will be able to progress your experience, knowledge and position whilst supporting junior colleagues and being supported directly by Partners.
The firm is known for its supportive and friendly culture which offers a good balance of work and social opportunities along with development, progression and reward. This has seen many of the firms colleagues dedicate significant periods of their careers to the business.
If you are an accountant with strong trust accounting and tax experience, please don't hesitate to get in touch and/or apply!
Key Responsibilities
* Preparation of trust accounts and tax returns
* Preparation of tax computations for clients including the likes of inheritance and capital gains in respect of UK trusts
* Registration and maintenance of trust registrations
* Preparation of estate tax returns
* Provide advice to clients and liaise with business service providers such as lawyers and intermediaries
* Overall provision of a mix of trust focused compliance and advisory support to high profile clients as well as the wider team
You
* Preferably ACA, ACCA, CTA or STEP Qualified
* At least 5 years of trust experience with a good understanding of different trust types and their tax treatments / reliefs
* A good understanding of estate accounts and taxation
* An understanding of overseas trusts is desirable
This is an excellent opportunity for an aspiring trust accounting and tax professional to carve out a strong career with one of the most sought after private client firms in the UK.
If you are looking for a next step into a specialist team that offers real long term progression prospects based on merit, please don't hesitate to apply or get in touch.
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