Trust Tax Assistant Manager/Manager

2 weeks ago

Winchester Hampshire, United Kingdom Retrack Personnel Holdings Limited Full time €65,000

My client in the Winchester area is currently in need of a Trust Tax Assistant Manager/Manager due to expansion. The Role Your key responsibilities will include: Preparation of the annual tax returns and trust accounts for a complex portfolio of Trust and Estate clients Review of IHT returns on death, periodic charges and exit charges Assist the Partners with advisory work and trust technical queries Ongoing management of the client portfolio including updating the Trust Registration Service Liaising with clients directly and attending Trustee meetings with the lead partner where required Provide support to the senior members of the Trust team as required What we can offer you Exposure to a wide range of clients across many sectors Immediate entry to our Management Development Programme to develop leadership potential Partner level mentor and a tailored career progression plan Hybrid and flexible working A varied role in a talented and experienced team Joining a company with an exciting growth plan ahead Plenty of opportunities to increase your technical knowledge and skills A tailored career progression plan Competitive salary and benefits package including the pension salary sacrifice scheme, life assurance, health cash plan, retail discount scheme, electric vehicles salary sacrifice, and cycle to work scheme Generous core holiday allowance plus holiday trading, flexible bank holidays and additional holiday with service Wellbeing programme with regular events and activities focused on your physical and mental wellbeing. We also offer all employees a Wellbeing Day each year – a day dedicated to boosting your wellbeing About You We would like to hear from you if you have a minimum of 5 years UK trusts experience, from either a medium sized or mid-tier firm. You will also have the following: Ideally CTA and/or STEP qualified. Study support can be provided towards these qualifications if desired Detailed understanding of the different types of trusts and the tax implications thereof. Tax return and accounts preparation experience with a wide range of UK trusts Experience with the CCH suite of tax and accounting software would be beneficial Strong client relationship and project management skills Strong communication skills, verbal and written Exceptional attention to detail Strong IT skills A positive, confident and proactive attitude Ability to prioritise and meet tight timeframes with high quality output Self-motivated Enjoy working as part of a growing trust team, Demonstrate good judgement of risk and be commercially minded Location: Winchester Salary: £65,000 Please respond with your most up to date CV to be considered. Kind regards, Frankie White | Recruitment Consultant

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