Offshore Trust and Tax AM/Manager

I am actively recruiting for one of my top clients in London. This is a mid-tier firm with a great track record in the private client space

The partnership is made up of a collegiate and friendly group of senior professionals that work extremely well together. The firm believes in profit (and is highly successful) but not at the expense of the client interaction. This is a commercial but not “corporate” environment that gives a lot of autonomy to the individual.

This ranked firm is a meritocracy where people advance through talent and performance, not necessarily long service or experience.

What does the firm look for? Individuals who are original in their thinking and confident in their actions; problem solvers who combine intellect with initiative, and ambition with resolve to understand a client’s needs and deliver the best possible outcome.

Does that sound like you?  Have a read of the job specification and contact us to discuss this position.

 
Some aspects of the role: 

You will be working in the ‘offshore tax team [compliance and advisory for trustees/companies and the joint Private Client/Expatriate Tax team’s proposed compliance and advisory offering to non-UK domiciled individuals.

You will manage a portfolio of non-UK resident trust and company clients in relation to their annual UK tax reporting requirements, managing complex stockpiled gains/offshore income gains/relevant income/capital payments etc.

To review and sign off trust tax computations and Tax Returns for your portfolio, including Forms SA900, SA700, Forms 50(FS) and any IHT reporting ensuring that there are no outstanding technical issues and that they are complete and accurate when presented for Partner review.

As the role develops, to manage (at a high level by using the team’s management pool) a portfolio of personal tax clients, especially ‘non-doms’ and/or those with interests in complex offshore structures.

Choose an agency that works for you

At Creative Tax Recruitment we partner with our candidates to solve their problems - the true meaning of consultancy. We are well-known and respected in the industry not only because of our extensive specialist experience, but also for our proactive approach. Unlike a generalist recruitment firm, we have in-depth specialist knowledge of our market. We can therefore respond intelligently to your brief and understand your needs. 

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Creative Tax Recruitment is acting as an employment agency in relation to this role. Creative Tax Recruitment is committed to equal opportunity and diversity