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 + flexible options) and wellbeing day.
• Management Development Programme and ERIC recognition awards.
• Employee events, long service awards, and pension/benefits schemes including EAP, Health Cash Plan, and Cycle to Work.
• Exposure to a diverse client portfolio and opportunity to develop technical and leadership skills.
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful