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Trusts, Estates, and Personal Tax Manager

2 months ago

Chichester, United Kingdom Venture Recruitment Partners Full time

Trusts, Estates, and Personal Tax Manager

Join this firm and make a significant impact

We're seeking a talented Tax Candidate to join our clients team and contribute to their exceptional client service. This senior role offers a rewarding opportunity to work on a wide range of tax matters, from personal and trust returns to complex estate planning.

Key Responsibilities:

Prepare and file trust, estate, and personal tax returns using IRIS software.
Manage client correspondence with HM Revenue & Customs and third parties.
Track and meet critical deadlines for trust and estate filings.
Prepare trust accounts and monitor deadlines for charges and entitlements.
Provide day-to-day administrative support for clients.
Handle inheritance tax returns for trusts and estates.
Offer ad hoc tax advice, such as trust distribution planning.
Mentor and train junior team members.
Undertake other tasks as needed.
Qualifications and Skills:

A professional qualification like STEP, ATT, or CTA (part-qualified)
At least 2 years of experience in a private client or trust department
Strong accuracy, prioritization, and time management skills
Excellent communication and interpersonal skills
Proactive and ambitious approach
Proficiency in IT, with experience in case management and tax software (IRIS preferred)
About the Role:

Full-time position, though part-time hours may be considered
Located in the Chichester Office
Friendly and loyal team.
Hybrid working can be arranged.
Competitive salary and a supportive work environment
If you're a motivated and skilled Tax Executive looking to make a difference, we encourage you to apply