Trust Tax Assistant Manager/Manager
1 month ago
My client in the Winchester area is currently in need of a Trust Tax Assistant Manager/Manager due to expansion.
The Role
Your key responsibilities will include:
Preparation of the annual tax returns and trust accounts for a complex portfolio of Trust and Estate clients
Review of IHT returns on death, periodic charges and exit charges
Assist the Partners with advisory work and trust technical queries
Ongoing management of the client portfolio including updating the Trust Registration Service
Liaising with clients directly and attending Trustee meetings with the lead partner where required
Provide support to the senior members of the Trust team as required
What we can offer you
Exposure to a wide range of clients across many sectors
Immediate entry to our Management Development Programme to develop leadership potential
Partner level mentor and a tailored career progression plan
Hybrid and flexible working
A varied role in a talented and experienced team
Joining a company with an exciting growth plan ahead
Plenty of opportunities to increase your technical knowledge and skills
A tailored career progression plan
Competitive salary and benefits package including the pension salary sacrifice scheme, life assurance, health cash plan, retail discount scheme, electric vehicles salary sacrifice, and cycle to work scheme
Generous core holiday allowance plus holiday trading, flexible bank holidays and additional holiday with service
Wellbeing programme with regular events and activities focused on your physical and mental wellbeing. We also offer all employees a Wellbeing Day each year – a day dedicated to boosting your wellbeing
About You
We would like to hear from you if you have a minimum of 5 years UK trusts experience, from either a medium sized or mid-tier firm. You will also have the following:
Ideally CTA and/or STEP qualified. Study support can be provided towards these qualifications if desired
Detailed understanding of the different types of trusts and the tax implications thereof.
Tax return and accounts preparation experience with a wide range of UK trusts
Experience with the CCH suite of tax and accounting software would be beneficial
Strong client relationship and project management skills
Strong communication skills, verbal and written
Exceptional attention to detail
Strong IT skills
A positive, confident and proactive attitude
Ability to prioritise and meet tight timeframes with high quality output
Self-motivated
Enjoy working as part of a growing trust team,
Demonstrate good judgement of risk and be commercially minded
Location: Winchester
Salary: £65,000
Please respond with your most up to date CV to be considered.
Kind regards,
Frankie White | Recruitment Consultant
-
Trust Tax Manager
1 week ago
Winchester, Hampshire, United Kingdom Retrack Personnel Holdings Limited Full timeOur 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...
-
Trust Tax Assistant Manager/Manager
1 month ago
Winchester, United Kingdom Retrack Personnel Holdings Limited Full timeMy client in the Winchester area is currently in need of a Trust Tax Assistant Manager/Manager due to expansion.The RoleYour key responsibilities will include:Preparation of the annual tax returns and trust accounts for a complex portfolio of Trust and Estate clientsReview of IHT returns on death, periodic charges and exit chargesAssist the Partners with...
-
Trust Tax Assistant Manager/Manager
2 weeks ago
Winchester, Hampshire, United Kingdom Retrack Personnel Holdings Limited Full time €65,000My client in the Winchester area is currently in need of a Trust Tax Assistant Manager/Manager due to expansion. The Role Your key responsibilities will include: Preparation of the annual tax returns and trust accounts for a complex portfolio of Trust and Estate clients Review of IHT returns on death, periodic charges and exit charges Assist the...
-
Tax Manager
3 weeks ago
Winchester, Hampshire, United Kingdom Clark Wood - Tax Recruitment Full timePrivate Client Tax Manager / Senior Manager OpportunityClark Wood - Tax Recruitment is working with a prominent independent firm of Accountants in Winchester to recruit a Private Client Tax Manager / Senior Manager into their team.Key Responsibilities:Manage a portfolio of Private Client/ Personal tax clientsProvide ad-hoc support to partners on advisory...
-
Tax Manager
3 weeks ago
Winchester, Hampshire, United Kingdom Clark Wood - Tax Recruitment Full timePrivate Client Tax Manager / Senior Manager OpportunityClark Wood - Tax Recruitment is working with a prominent independent firm of Accountants in Winchester to recruit a Private Client Tax Manager / Senior Manager into their team.Key Responsibilities:Manage a portfolio of Private Client/ Personal tax clientsProvide ad-hoc support to partners on advisory...
-
Tax Manager
1 month ago
Winchester, Hampshire, United Kingdom Clark Wood - Tax Recruitment Full timePrivate Client Tax Manager/Senior Manager OpportunityClark Wood - Tax Recruitment is working with a prominent independent firm of Accountants in Winchester to recruit a Private Client Tax Manager/Senior Manager. The successful candidate will be responsible for a portfolio of Private Client/Personal tax clients and provide ad-hoc support to partners on...
-
Tax Manager
1 month ago
Winchester, Hampshire, United Kingdom Clark Wood - Tax Recruitment Full timePrivate Client Tax Manager/Senior Manager OpportunityClark Wood - Tax Recruitment is working with a prominent independent firm of Accountants in Winchester to recruit a Private Client Tax Manager/Senior Manager. The successful candidate will be responsible for a portfolio of Private Client/Personal tax clients and provide ad-hoc support to partners on...
-
Tax Assistant Manager/Manager
2 weeks ago
Winchester, Hampshire, United Kingdom Retrack Personnel Holdings Limited Full time €65,000My client in the Winchester area is currently in need of a Trust Tax Assistant Manager/Manager due to expansion. Preparation of the annual tax returns and trust accounts for a complex portfolio of Trust and Estate clients Ongoing management of the client portfolio including updating the Trust Registration Service Immediate entry to our Management...
-
Tax Manager
2 weeks ago
Winchester, Hampshire, United Kingdom Clark Wood - Tax Recruitment Full timePrivate Client Tax Manager OpportunityClark Wood, a leading tax recruitment specialist, is partnering with a prominent independent firm of accountants in Winchester to recruit a Private Client Tax Manager/Senior Manager.The successful candidate will be responsible for managing a portfolio of private client/personal tax clients, providing ad-hoc support to...
-
Tax Senior/Assistant Manager
3 weeks ago
Winchester, Hampshire, United Kingdom Accountancy Expertise Ltd Full timePersonal Tax Senior/Assistant Manager OpportunityWe are seeking a highly skilled and experienced Tax Senior/Assistant Manager to join our expanding team at Accountancy Expertise Ltd in Winchester. As a key member of our tax department, you will be responsible for managing a portfolio of personal tax clients, ensuring compliance with HM Revenue & Customs and...
-
Tax Senior/Assistant Manager
3 weeks ago
Winchester, Hampshire, United Kingdom Accountancy Expertise Ltd Full timePersonal Tax Senior/Assistant Manager OpportunityWe are seeking a highly skilled and experienced Tax Senior/Assistant Manager to join our expanding team at Accountancy Expertise Ltd in Winchester. As a key member of our tax department, you will be responsible for managing a portfolio of personal tax clients, ensuring compliance with HM Revenue & Customs and...
-
Tax Manager
2 weeks ago
Winchester, Hampshire, United Kingdom Retrack Personnel Holdings Limited Full time £65,000Job Title: Tax ManagerJob Summary:Retrack Personnel Holdings Limited is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for preparing annual tax returns and trust accounts for a complex portfolio of Trust and Estate clients.Key Responsibilities: Preparation of annual tax returns and trust accounts for a...
-
Tax Senior/Assistant Manager
3 weeks ago
Winchester, Hampshire, United Kingdom Accountancy Expertise Ltd Full timePersonal Tax Senior/Assistant Manager OpportunityWe are seeking a highly skilled Tax Senior/Assistant Manager to join our expanding team at Accountancy Expertise Ltd in Winchester. As a key member of our tax department, you will be responsible for managing a portfolio of personal tax clients, ensuring compliance with HM Revenue & Customs and in-house...
-
Tax Senior/Assistant Manager
3 weeks ago
Winchester, Hampshire, United Kingdom Accountancy Expertise Ltd Full timePersonal Tax Senior/Assistant Manager OpportunityWe are seeking a highly skilled Tax Senior/Assistant Manager to join our expanding team at Accountancy Expertise Ltd in Winchester. As a key member of our tax department, you will be responsible for managing a portfolio of personal tax clients, ensuring compliance with HM Revenue & Customs and in-house...
-
Tax Senior/Assistant Manager
2 weeks ago
Winchester, Hampshire, United Kingdom Accountancy Expertise Ltd Full timeAt Accountancy Expertise Ltd, we are seeking a highly skilled Tax Senior/Assistant Manager to join our team in Winchester. As a key member of our expanding tax department, you will be responsible for managing a portfolio of personal tax clients, ensuring compliance with HM Revenue & Customs and in-house deadlines.Key responsibilities include:Preparing and...
-
Tax Senior/Assistant Manager
2 weeks ago
Winchester, Hampshire, United Kingdom Accountancy Expertise Ltd Full timePersonal Tax Senior/Assistant Manager OpportunityAccountancy Expertise Ltd is seeking a highly skilled Personal Tax Senior/Assistant Manager to join their Winchester-based team.Key Responsibilities:Manage a portfolio of personal tax clients, ensuring compliance with HM Revenue & Customs and in-house deadlines.Prepare and process self-assessment tax returns...
-
Tax Associate/Assistant Manager
1 week ago
Winchester, Hampshire, United Kingdom Retrack Personnel Holdings Limited Full timeWe are seeking a highly skilled Private Client Tax Associate/Assistant Manager to join our team at Retrack Personnel Holdings Limited. This is an exciting opportunity to work with a wide range of clients across various sectors, providing expert tax advice and support.Key Responsibilities:Manage a portfolio of personal tax clients and ensure compliance with...
-
Personal Tax Senior/Assistant Manager
3 weeks ago
Winchester, United Kingdom Accountancy Expertise Ltd Full timeOur client, an established, forward thinking firm of Chartered Accountants, based in Winchester are seeking a Tax Senior/Assistant Manager to join their expanding team. You will be responsible for a portfolio of personal tax clients, dealing with compliance matters as well as exposure to advisory including IHT, CGT and trusts and providing advice. Duties...
-
Tax Senior Specialist
1 month ago
Winchester, Hampshire, United Kingdom Clark Wood - Tax Recruitment Full timeClark Wood - Tax Recruitment is seeking a Personal Tax Senior to join their growing Tax team in Winchester. The ideal candidate will have excellent Personal Tax experience and be ATT/CTA qualified or have equivalent experience. The role involves personal tax compliance with some tax advisory aspects. Key responsibilities include preparing Self Assessment Tax...
-
Tax Senior Specialist
1 month ago
Winchester, Hampshire, United Kingdom Clark Wood - Tax Recruitment Full timeClark Wood - Tax Recruitment is seeking a Personal Tax Senior to join their growing Tax team in Winchester. The ideal candidate will have excellent Personal Tax experience and be ATT/CTA qualified or have equivalent experience. The role involves personal tax compliance with some tax advisory aspects. Key responsibilities include preparing Self Assessment Tax...