Overview
Our client is a legal 500 ranked firm and due to continual growth, they are now looking for additional support in their busy Wills and Inheritance team. We are seeking an experienced Trust & Tax Manager who has broad experience in offering private clients a range of services, including, wills, inheritance, probate, estate administration, tax planning and trusts.
Responsibilities
* Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals
* Preparation of annual trust accounts and associated annual compliance matters
* Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests
* Arranging payment of tax and corresponding with HMRC as required
* Dealing with FATCA and CRS compliance
* Registering trusts on HMRC\'s trust register and maintaining the register
* Liaising with trustees, beneficiaries, investment advisers and other professionals
* Attending annual trustee meetings where appropriate
Qualifications
* AAT or ATT qualified
* Strong experience in a similar role
* Knowledge of double entry bookkeeping and excellent Excel skills
* Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous.
Benefits
* 25 days hols + bank hols
* Pension scheme - Scottish Widows Pension scheme with an option to join the Salary Exchange scheme, contribution levels are 5% employee with a matching 5% employer contribution
* Life Assurance - 4 x salary
* Group Income Protection Insurance
* BUPA Cash Plan - Auto enrolment after completion of probationary period
* Regular events organised by the social committee including a summer and Christmas parties
How to apply
For more information, please contact Sharon Tanner or Chloe Bennett on (phone number removed)
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