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Tax and Trust Manager
3 months ago
About Our Client
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.
Job 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.
The Successful Applicant
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.
What's on Offer
- A supportive and professional work environment
- A chance to join a leading firm in the professional services industry
- Opportunities for continuous professional development
