Tax Manager Professional

16 hours ago


Lewes, East Sussex, United Kingdom Lewes Full time

Job Description:

We are seeking an experienced Trust Tax Manager to join J&T Recruitment Ltd, specialising in trust and estate tax returns and Inheritance Tax reporting. The ideal candidate will have a good knowledge of inheritance tax, capital gains tax and personal tax.

Key Responsibilities:

  1. Preparation of trust tax returns and managing tax compliance for a range of trusts and estates.
  2. Preparation of inheritance tax accounts reporting ten year charges and exit charges.
  3. Preparation and filing of personal tax returns for clients, ensuring accuracy and compliance with HMRC regulations.
  4. Provide tax planning advice to clients and trustees, helping to optimize tax efficiencies and mitigate liabilities.
  5. Liaise with clients, trustees, and third-party professionals to gather and verify information for tax filings.
  6. Maintain up-to-date knowledge of tax legislation and apply it effectively to meet clients' needs.
  7. Handle client communications and provide support on complex tax matters.
  8. Support partners and legal teams with tax-related matters arising in private client cases.
  9. Ensure all filing deadlines are met, and records are maintained in line with regulatory requirements.

Requirements:

  1. Proven experience as a Trust Tax Manager or in a similar role, with a focus on trust and inheritance tax reporting.
  2. Strong knowledge of UK tax laws and regulations, particularly around personal taxation and trust law.

What we Offer:

  • A competitive salary of £65,000 per annum.
  • The opportunity to work with a prestigious client base, including high-net-worth individuals and complex trusts.
  • A friendly, supportive and professional working environment with opportunities for training and development.
  • A comprehensive benefits package, including private medical insurance and discount vouchers.


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