Tax and Trusts Specialist
4 weeks ago
We are seeking a highly skilled Trusts Manager to join our Tax & Trusts Team, part of the Private Client Advisory group at BTA. The successful candidate will be responsible for administering a portfolio of trusts on behalf of trustee clients, preparing trust income tax returns, capital gains tax filings, and inheritance tax accounts.
Key Responsibilities:
- Administering trusts, including liaising with trustees and professional advisors
- Preparing and submitting FATCA, CRS, and Trust Registration Service (TRS) filings
- Drafting annual trust accounts using specialist accounting software
- Trust administration, including preparation of trust income tax returns and capital gains tax filings
Requirements:
- A minimum of 2 years' experience in personal tax, tax compliance, and trust administration
- Knowledge of Inheritance Tax and tax planning for trusts
- Experience working in a client-facing role, liaising with HMRC and third parties such as banks and stockbrokers
Benefits:
- 25 days' holiday (rising with service) plus Bank Holidays
- Private healthcare, pension scheme, and life assurance
- Enhanced maternity/paternity leave and agile working policy
- Gym membership and electric car scheme
How to Apply:
- Online: Apply with your updated CV via the provided link
- Contact: For immediate consideration, contact Becky Newton at G2 Legal for a confidential chat
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