Trust & Tax Manager
Job Details
Full Job Description
Your new company
Hays Accountancy & Finance are
partnering exclusively with a successful and international legal group
to recruit a dynamic and experienced Full-time Or Part-time Trust &
Tax Manager based in their Cheltenham, Gloucestershire office. Working
with the firm's private clients and a range of partners within the
Tax, Trust & Succession group, within a friendly collegiate team, with
the opportunity for future career development and to really add value
via expertise/knowledge. The successful candidate will develop broad
experience in trust/estate administration and tax advice, whilst
developing a more specialised expertise in the type of work that the
team's core client base requires. Offering remote/office hybrid
working and a competitive benefits package, this is a unique
opportunity to join a well-established legal group. This position is
best suited to Trust & Tax professionals from an accountancy practice
or experienced professionals who have worked within the legal sector.
Your new role
Your key duties will involve
overseeing and contributing towards the timely preparation of trust
accounts and tax returns, including inheritance tax returns, and
dealing with HM Revenue and Customs as required. Calculating trustees'
liabilities to IHT, CGT and Income Tax, and making use of annual
exemptions, along with dealing with payments and distributions from
trusts, both capital and discretionary income distributions. You will
manage your own caseload, client relationships and engage with all
those that may be involved, proactively managing your clients to
ensure any tax-planning and/or succession planning issues are
considered, along with preparing/attending trustee's meetings. You
will activate investment reviews, monitor the performance of
investments, prepare/review investment policy statements, and manage
relationships to deal with beneficiaries, drafting deeds, and
associated policies. You will review/interpret trust deeds and related
documentation, and delegate/supervise the work of more junior members
of the team.
What you'll need to succeed
To be
considered for this hands-on Trust & Tax Manager role, you will need
experience within a similar position, strong understanding of trust
accounts, taxation of trusts, income tax, and ideally have experience
with computerised accounts along with Trust/Tax software. You will be
a proactive team player, who is also highly self-motivated and able to
work on your own initiative. Possess excellent team working skills,
with the ability to collaborate with colleagues of all levels,
including mentoring and guiding less experienced members of the team
as required, along with being able to build rapport with clients to
develop effective working relationships. You will have a good legal
and commercial understanding of clients' needs, take a hands-on
working approach, with strong problem-solving skills. Experience
within the Legal sector and a STEP qualification would be advantageous
but not essential.
What you'll get in return
This permanent Trust & Tax Manager role offers a
competitive salary dependable on experience, based in Cheltenham,
Gloucestershire. Remote/office hybrid working offered, bonus schemes,
competitive holiday allowance with buy/sell scheme, private medical
cover, income protection, contributed pension scheme, life assurance,
study package if applicable, and further group benefits. A great
opportunity to really add value with future career development by
joining an extremely successful Global Legal group.
What
you need to do now
If you're interested in this role, click
'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new
position, please contact us for a confidential discussion on your
career.
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Trust & Tax Manager
Hays Accounts and Finance
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