About this role
This is a permanent Tax & Trusts Manager role based in Wokingham with a legal 500 ranked firm, supporting its busy Wills and Inheritance team. The successful candidate will offer private clients a range of services, including wills, inheritance, probate, estate administration, tax planning and trusts. Responsibilities include preparing self-assessment income tax returns and land disposal CGT returns for trusts, estates and individuals, preparing annual trust accounts and associated compliance matters, and preparing inheritance tax returns for exit charges, 10-year charges and the termination of life interests. The role also involves dealing with FATCA and CRS compliance and registering trusts on HMRC's trust register. AAT or ATT qualification is required.
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:
AAT or ATT qualified
Strong experience in a similar role
Knowledge of double entry bookkeeping and excellent Excel skills
Experience of tax return and probate case management software, preferably TaxCalc and Isokon would be advantageous.
Benefits:
25 days hols + bank hols
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
Life Assurance - 4 x salary
Group Income Protection Insurance
BUPA Cash Plan - Auto enrolment after completion of probationary period
Regular events organised by the social committee including a summer and Christmas parties
For more information, please contact Sharon Tanner or Chloe Bennett on (phone number removed)