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Trust tax manager

Thame
Permanent
The Clear
Tax manager
Posted: 26 September
Offer description

We are seeking a Trust Tax Manager to join a growing Tax team in Thame. This role offers the opportunity to manage a complex portfolio of trust and estate clients, providing both compliance and advisory support within a collaborative, high-performing team. Key Responsibilities: • Prepare annual tax returns and accounts for a portfolio of Trust and Estate clients. • Review IHT returns (on death, periodic, and exit charges). • Assist Partners with trust advisory work and technical queries. • Manage client portfolios, including Trust Registration Service updates. • Attend Trustee meetings and liaise directly with clients. • Support senior team members as required. Candidate Requirements: • ACA or ACCA or CTA qualified, with 3+ years UK post-qualified experience. • Strong knowledge of trusts and their tax implications. • Experience with tax returns and accounts for UK trusts; agricultural sector experience desirable. • Client relationship and project management skills. • Strong communication, IT, and attention to detail. • Proactive, self-motivated, and commercially aware. • Experience with CCH suite beneficial. Employment Details: • Full-time, permanent role. • Hybrid working after probation: 3 days in-office, 2 days remote. • Flexible working around core hours (10am–4pm). Benefits: • Competitive holiday package (25 days + fle...

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