Trust & Tax Manager - Part or Full Time
Global Legal Group - Cheltenham, Gloucestershire - Hybrid
Your new company
Hays Accountancy & Finance are partnering exclusively with a successful and international legal group to recruit a dynamic and experienced Full-time or Part-time Trust & Tax Manager based in their Cheltenham, Gloucestershire office. Working with the firm's private clients and a range of partners within the Tax, Trust & Succession group, you will have the opportunity for future career development and to really add value via your expertise and knowledge. The successful candidate will develop broad experience in trust/estate administration and tax advice, whilst developing a more specialised expertise in the type of work that the team's core client base requires. Offering remote/office hybrid working and a competitive benefits package, this is a unique opportunity to join a well-established legal group.
Your new role
Your key duties will involve overseeing and contributing towards the timely preparation of trust accounts and tax returns, including inheritance tax returns, and dealing with HM Revenue and Customs as required. You will calculate trustees' liabilities to IHT, CGT, and Income Tax, and make use of annual exemptions, along with dealing with payments and distributions from trusts, both capital and discretionary income distributions. You will manage your own caseload and client relationships, proactively managing your clients to ensure any tax-planning and/or succession planning issues are considered, along with preparing and attending trustee's meetings. You will activate investment reviews, monitor the performance of investments, prepare/review investment policy statements, and manage relationships with beneficiaries, drafting deeds, and associated policies. You will review and interpret trust deeds and related documentation, and delegate/supervise the work of more junior members of the team.
What you'll need to succeed
To be considered for this hands-on Trust & Tax Manager role, you will ideally need experience in a similar position, an understanding of trust accounts, taxation of trusts, and income tax. Experience with computerised accounts along with Trust/Tax software is also preferred. You will be a proactive team player, highly self-motivated, and able to work on your own initiative. Possess excellent team working skills, with the ability to collaborate with colleagues of all levels, including mentoring and guiding less experienced members of the team as required, along with being able to build rapport with clients to develop effective working relationships. You will have a good legal and commercial understanding of clients' needs, take a hands-on working approach, and possess strong problem-solving skills. Experience within the Legal sector and a STEP qualification would be advantageous but not essential. The role is open to Accountants from practice with an interest in trust accounting as well as experienced Personal Tax Accountants with an understanding of preparing accounts.
What you'll get in return
This permanent Trust & Tax Manager role offers a competitive salary dependent on experience, based in Cheltenham, Gloucestershire. Remote/office hybrid working is offered, along with bonus schemes, competitive holiday allowance with buy/sell scheme, private medical cover, income protection, contributed pension scheme, life assurance, study package if applicable, and further group benefits. A great opportunity to really add value with future career development by joining an extremely successful Global Legal group.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
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