Trust Tax Manager

4 weeks ago


Winchester, Hampshire, United Kingdom Retrack Personnel Holdings Limited Full time

Our client in the Winchester area is seeking a Trust Tax Assistant Manager/Manager due to expansion. The role involves preparing annual tax returns and trust accounts for a complex portfolio of Trust and Estate clients. Responsibilities include reviewing IHT returns, assisting partners with advisory work, and managing client portfolios. The successful candidate will have exposure to a wide range of clients and opportunities for career development.

Key Responsibilities:

  • Preparation of annual tax returns and trust accounts
  • Review of IHT returns and trust accounts
  • Assistance with advisory work and trust technical queries
  • Management of client portfolios

What We Can Offer:

  • Exposure to a wide range of clients
  • Immediate entry to our Management Development Programme
  • Partner level mentor and tailored career progression plan
  • Hybrid and flexible working
  • Competitive salary and benefits package

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