Tax Manager for Trusts and Estates

3 weeks ago

London, Greater London, United Kingdom Pro-Tax Recruitment Full time

Job Title: Tax Manager for Trusts and Estates

Job Summary:

We are seeking a highly skilled Tax Manager to join our team at Pro-Tax Recruitment. The successful candidate will be responsible for managing a client portfolio, providing technical advisory work, and dealing with complex tax issues.

Key Responsibilities:

  • Provide support to partners and directors in the effective running of the team and in winning new work.
  • Managing a client portfolio, the greater part of which will include trusts and estates, with multiple sources of income and gains.
  • Driving the delivery of technical advisory work on the portfolio.
  • Dealing with one off advisory and compliance assignments.
  • A key point of contact for the client.
  • Dealing with a range of capital gains tax and inheritance tax issues.
  • Overseeing the UK tax return filling process for a broad variety of clients.
  • Monitoring work progress against targets.
  • Providing feedback and giving input into staff appraisals, as well as direct responsibility for appraising staff.
  • Monitor progress and encourage the personal development of all team members.
  • Ability to produce written work to a high standard.

Requirements:

  • CTA and/or STEP Qualified, or other professional qualification with demonstrable relevant experience.
  • UK trust account preparation and inheritance tax accounts/computations.
  • Advanced understanding of general private client tax issues, including personal tax anti-avoidance legislation.
  • Confidently interacts with HMRC regarding complex issues on behalf of clients.
  • Delivers advice confidently in transactional, litigious, or confrontational circumstances.
  • Experience in Self-Assessment and preparation of tax computations for private clients, particularly as it relates to Trusts and estates.
  • Demonstrable experience of report writing and ad hoc advisory work.

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