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TRUST AND TAX MANAGER

Maze Recruitment Services Limited
Job LocationBishop's Stortford
EducationNot Mentioned
Salary£45,000 - £55,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

JOB TITLE: TRUSTS MANAGERSALARY: upto £55,000 negotiable + excellent benefitsOur client is a well a well-established firm with a strong reputation for providing a high-quality service to their clients. The Private Client team is based in Bishops Stortford and they provide tax planning matters, in the preparation of trust and estate accounts, tax returns and providing personal tax advice to a diverse range of clients, including owner-managed businesses, partners, Trusts and high net worth individuals.This post is office and home-based but will involve out of office activity and travel from time to time. Access to a vehicle may provide additional flexibility within the roleThe Trusts Manager role:To work with the current tax team manager to jointly manage the growing tax team, contributing equally to the team’s growth, strategy and future.Main Duties and responsibilities for the Trusts Manager role

  • Day to day management of the tax team and be a part of the wider Private Client management team.
  • Day-to-day management of trusts, inheritance tax planning, preparation of trust and estate accounts, Income, CGT & IHT returns etc
  • Responsible for managing a mixed caseload of client matters subject to appropriate supervision.
  • Providing clients with high quality, proactive accountancy and tax advice, which meets client needs.
  • Achieving the firm’s fee targets and assisting and enabling others in the team to do so.
  • Managing own time effectively to facilitate cash flow and credit-management systems
  • Delivering tax and accountancy services in the manner which is cost-efficient for both the client and the firm
  • Preparing annual trust accounts, tax returns and tax deduction certificates
  • Actively engaging with staff and clients to identify and action tax efficiencies in the trusts
  • Preparation of IHT100s and computations including principal and periodic charges
  • Preparing estate accounts and dealing with period of administration income and capital gains tax
  • Finalising a deceased individual’s life time tax affairs
  • Personal tax compliance including preparation of tax returns
  • Providing income and capital gains tax planning advice
  • Researching ad hoc tax queries to support legal colleagues from all departments
  • Training and supporting trainee trust accountants and other members of the team
  • Keeping up to date with developments in personal and trust taxation.
  • Undertaking any other reasonable duties from time to time allocated to the role
    • Person Specification required for the Trusts Manager role
  • Personal tax experience, including the completion of self-assessment tax returns for individuals.
  • Previous experience within trusts and be either ATT, CTA, ACA or ACCA qualified. A STEP qualification is desirable but not essential
  • Delivers high-quality accountancy and taxation services
  • Experience in trust and/or estate tax work
  • Can deliver a high level of client service including responsiveness and accessibility. Innovative, positive and client-focused attitude.
  • Sets and strives for high standards throughout their work.
  • Maintains continued professional development
  • Manages own time effectively is organised and prioritises work efficiently.
  • Adheres to the firm’s procedures for file management and reporting.
  • Monitors and maintains the quality and productivity of work.
  • Works independently, as a member of a designated team and as part of the firm
  • Is aware of client needs.
  • If you are a Tax Accountant or a Trust Manager residing in Hertfordshire, we would welcome your CV.
    • Investment Management, Tax Accountant, Trust Manager, Trust and Tax Accountant, Financial Services, IFA’s, Wills, Tax, Trust and Probate, Solicitors, LegalBishop’s Stortford, Harlow, Newport, Sawbridgeworth, Henham, Cambridge, Chelmsford, Houghton, Godmanchester, Hilton, Ely, Chatteris, Haddenham, Grantchester, Abbots Ripton, Warboys, Sawtry, Buckden, Little Paxton, St Neots. Required skills
  • Tax Accountant
  • Trust Manager
  • STEP Qualification
  • ATT, CTA, ACA or ACCA
  • Estate and Planning

    • Keyskills :
    Tax Accountant Trust Manager STEP Qualification ATT CTA ACA ACCA Estate and Planning

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