Trust & Tax Manager

Job Opportunity: Trust and Tax Manager

Salary - £55,000 - £65,000

Location - Cheltenham

Hybrid Structure 2 days WFH

Permanent

Role Description:

This role involves working with private clients and various partners within the Tax, Trusts & Succession group, perfect for those aiming to advance their careers in a well-recognized, collaborative team.

Team Interaction:

Collaborate with teams from Private Property, Tax, Trusts, and Succession across the UK and internationally. We pride ourselves on delivering personalized services and building lasting client relationships.

Key Responsibilities:

• Oversee and manage your own client portfolios.
• Address and resolve tax planning and succession issues.
• Manage relationships with grant-making and applicant charities.
• Prepare and submit trust accounts and tax returns, including inheritance tax returns.
• Calculate trustees liabilities for IHT, CGT, and Income Tax.
• Attend and document trustees meetings.
• Handle payments and distributions from trusts.
• Conduct investment reviews and monitor portfolio performance.
• Interpret and review trust deeds with team input.
• Keep managers and partners informed on progress and assist with billing.
• Manage a substantial and varied workload efficiently.
• Supervise and guide junior team members.
• Comply with all relevant regulatory obligations, including SRA Standards and Regulations.

Ideal Candidate Profile:

• Strong Accounts experience.
• STEP qualification is an advantage but not required.
• Proficient in computerized accounts and tax software.
• Strong team collaboration and mentoring skills.
• Good judgment and understanding of clients needs.
• Effective time management and problem-solving abilities.
• Self-motivated and proactive.
• Excellent at building rapport with clients.
• Proficient in IT, including MS Office.
• An interest in Trusts or learning about Trusts.

Core Competencies:

• Collaboration
• Integrity and respect
• Inclusivity
• High standards
• Commercial acumen
• Client-centric approach