Our client, a Top 30 Law Firm, is looking for a skilled Trust and Tax Manager to join our Trusts and Probate team within the Tax, Trusts, and Succession group in Cheltenham.
Location and Environment:
Join us in the scenic Cotswolds, where you'll experience the best of both city-level tasks and a supportive office atmosphere. Our Cheltenham office, which houses over 100 staff, provides a strong community feel and connects with other UK and international offices, offering vast opportunities.
Role Description:
This role involves working with private clients and various partners within the Tax, Trusts & Succession group, perfect for those aiming to advance their careers in a well-recognized, collaborative team.
Team Interaction:
Collaborate with teams from Private Property, Tax, Trusts, and Succession across the UK and internationally. We pride ourselves on delivering personalized services and building lasting client relationships.
Key Responsibilities:
* Oversee and manage your own client portfolios.
* Address and resolve tax planning and succession issues.
* Manage relationships with grant-making and applicant charities.
* Prepare and submit trust accounts and tax returns, including inheritance tax returns.
* Calculate trustees liabilities for IHT, CGT, and Income Tax.
* Attend and document trustees meetings.
* Handle payments and distributions from trusts.
* Conduct investment reviews and monitor portfolio performance.
* Interpret and review trust deeds with team input.
* Keep managers and partners informed on progress and assist with billing.
* Manage a substantial and varied workload efficiently.
* Supervise and guide junior team members.
* Comply with all relevant regulatory obligations, including SRA Standards and Regulations.
Ideal Candidate Profile:
* Experience in accounts and trust taxation.
* STEP qualification is an advantage but not required.
* Proficient in computerized accounts and tax software.
* Strong team collaboration and mentoring skills.
* Good judgment and understanding of clients needs.
* Effective time management and problem-solving abilities.
* Self-motivated and proactive.
* Excellent at building rapport with clients.
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