Trust and Personal Tax Manager - Single Family Office - Central London, to £75k

An interesting opportunity has arisen in Central London for a qualified accountant with experience in Trust Tax. A long-established Single-Family office is looking for a Trust and Personal Tax Manager. Although not a practice role, it has many of the characteristics of working in practice. An excellent remuneration package is on offer for the right candidate.

The Role

You will be working for a long-established Single Family Office in Central London, looking after the affairs of 80-90 individuals as well as 40-50 settlements. The work will largely be compliance based, but there is also an advisory component and all the work will be within UK Tax. You will be expected to demonstrate a high degree of client contact and autonomy, meaning high personal motivation and excellent personal skills are essential.

 Compliance responsibilities;

·         Preparation of annual tax returns for 80-90 clients

·         Preparation of annual tax returns for 40-50 Family Trusts

·         Preparation of IHT returns, including periodic charges

·         Review of tax provisioning for individuals and trusts

·         Advising upon taxation issues in trust accounts

·         Handling HMRC correspondence generally

·         Investment income, employment income, property income, farming income

 Advisory responsibilities;

·         Planning for tax-efficient realisation of investments by individuals and trusts

·         Planning in respect of trust distributions

·         Planning around efficient use of exemptions and reliefs

·         General planning around inter-generational wealth transfers

 The Candidate

·         Extensive experience of UK Personal and Trust Taxation

·         ACA/ACCA qualified and looking to study CTA or CTA/STEP qualified

·         Self-starter, able to work largely unsupervised with a high degree of autonomy

·         Able to integrate well into a small team with a flat structure

·         Comfortable with a high degree of client contact in meetings, by telephone and by letter

·         Strong communication skills

 For further information on this Trust and Personal Tax Manager role, please apply directly or contact Nicholas Peer at AJ Chambers.