Tax and Trusts Specialist

4 weeks ago


Sevenoaks, Kent, United Kingdom BTA Full time
Trusts Manager Role

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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