Tax & Trusts Manager

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:

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  Preparation of self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals

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  Preparation of annual trust accounts and associated annual compliance matters

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  Preparation of inheritance tax returns in respect of exit charges, 10-year charges, and the termination of life interests

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  Arranging payment of tax and corresponding with HMRC as required

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  Dealing with FATCA and CRS compliance

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  Registering trusts on HMRC's trust register and maintaining the register

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  Liaising with trustees, beneficiaries, investment advisers and other professionals

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  Attending annual trustee meetings where appropriate

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The successful Trust & Tax Manager have the following related skills / experience:

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  AAT or ATT qualified

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  Strong experience in a similar role

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  Knowledge of double entry bookkeeping and excellent Excel skills

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  Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous.

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Benefits:

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  25 days hols + bank hols

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  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

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  Life Assurance - 4 x salary

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  Group Income Protection Insurance

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  BUPA Cash Plan - Auto enrolment after completion of probationary period

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  Regular events organised by the social committee including a summer and Christmas parties

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For more information, please contact Sharon Tanner or Chloe Bennett on 0118 956 7064

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