Job Description
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.
As the Trust & Tax Manager, you will be responsible for:
* 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
The successful Trust & Tax Manager have the following related skills / experience:
1. AAT or ATT qualified
2. Strong experience in a similar role
3. Knowledge of double entry bookkeeping and excellen...