Overview

I am seeking a Tax and Trust Manager to manage the taxation and trust affairs of clients with precision and professionalism. The role requires a diligent individual with a detailed understanding of tax law and trust management.

Client Details

Our client is a well-established, leading professional services firm with multiple offices in West Sussex, who are looking for a new Tax and Trust Manager to join the business.

Description

  • Trust and Estate tax returns and personal tax returns, including related tax calculations using IRIS.
  • All related correspondence with clients, HM Revenue & Customs and third parties as required. Monitoring and working to related deadlines.
  • Preparing Trust accounts.
  • Monitoring deadlines on Trusts and Estates such as ten yearly charges and beneficial entitlements.
  • Dealing with the day-to-day administration on clients.
  • Inheritance Tax returns for Trusts and Estates.
  • Ad hoc advisory work, such as advising on Trust distributions.
  • Assisting in the training and mentoring of junior members of staff.
  • To carry out other tasks as and when required by the LLP.

Profile

A successful Tax and Trust Manager should have:

  • A suitable professional qualification – e.g. STEP, ATT, CTA (or part qualified)
  • Experience of working in a private client or trust department in a client facing role.
  • Ability to work accurately, prioritise work and adhere to critical deadlines.
  • Excellent interpersonal skills with the ability to communicate at all levels.
  • Proactive and ambitious.

Job Offer

  • A supportive and professional work environment
  • A chance to join a leading firm in the professional services industry
  • Opportunities for continuous professional development

We encourage candidates who thrive in a collaborative professional services environment and have a passion for delivering high-quality tax and trust services to apply. This is a fantastic opportunity to join a respected firm and take your career to the next level.

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