Senior Trust Tax Manager - Yorks / Hybrid

Specialism:
Trusts Jobs
Job Title:
Remote Working Tax Jobs
Region:
UK & Ireland Tax Jobs
Location:
Yorkshire/Humberside Tax Jobs
City:
Leeds Tax Jobs, Bradford Tax Jobs, Sheffield Tax Jobs, York Tax Jobs, Rest of Yorkshire/Humberside Tax Jobs, Hull Tax Jobs, Harrogate Tax Jobs, Huddersfield Tax Jobs
Salary:
£32,000 to £40,000 per annum
Salary Description:
£32000 - £40000 per annum
Posted:
19-Sep-22
Job Ref:
4240693

Fantastic opportunity to join a well established tax team with a varied portfolio of trust clients.

Your new company

* This well-established professional services firm is looking to employ a tax professional with a background in Trusts. With over 25 years and a great client base, this a great opportunity for someone to look after their expanding trust client base from high net worth families through to landed estates and onto successful entrepreneurs. .

Your new role

* As a Senior Trust Manager, You will be responsible for managing a portfolio of approximately 180 Trusts.
* Reporting to the Tax Partner you will assist with reparation of trust clients and returns through IHT, income tax and and CGT implications on estates.
* You will be responsible for maintaining and establishing close working relationships with their clients and be able to give bespoke specialist support.
* Daily duties would include Trust tax returns, handling exit and tenure chargers, new trust registration service procedures and trust' tax.
* You should be confident in providing a specialist services to help protect assets and minimise tax liabilities through succession and will planning and with the use of trusts where appropriate.
* knowledge of private clients / trust and estate tax and planning experience.
* supporting junior members of the team
* Attending client meetings.

Other key responsibilities include:

* Working with the client to pass wealth onto the next generation in a tax efficient manner
* Advising on setting up trusts
* Organising estates
* Succession planning
* Dealing with the ongoing administration of trusts including all tax returns and advice on income and capital distributions
* Assisting with the administration of estates and tax returns and calculations

What you'll need to succeed

* You will be either an experienced personal tax professional currently managing a trust portfolio and seeking a new opportunity.
* Experienced with TRS
* Ideally ACA and/or CTA qualified and/or STEP
* confident, a desire to learn and develop
* IT literate
* Excellent organisational and time management skills.

What you'll get in return

* Competitive salary and benefits
* Hybrid and flexible working hours
* Excellent client base, that will offer varied tax work and a mixed portfolio.
* Great support for long term career progression.
* Part time can be considered

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.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

You may return to your current search results by clicking here.

  • eTaxJobs UK
  • eTaxJobs US
  • eTaxJobs CH
  • eTaxJobs EU

This website uses cookies. Read our cookie policy for more information. By continuing to browse this site you are agreeing to our use of cookies.

Latest Job Listings
web analytics