Trust Tax Manager
Circa £42,000 - £50,000
Tax recruitment specialists Clark Wood are working with a highly progressive firm of accountants in Oxford, who are seeking to recruit a Trusts Manager to join their Private Client Tax team.
Supporting the Senior Manager and Partner within the Trusts team, your role will be manage an existing portfolio of Trusts as well as having involvement in business development to win and convert new business leads.
The current portfolio of clients consists predominantly of UK estates and both interest in possession and discretionary trusts where both compliance and advice to families and executors/trustees is necessary.
As a Manager, you will be responsible for provide support and guidance to the other members of the team in the routine management of the Trusts. You will manage the production of annual accounts for your clients and will personally undertake the preparation of more complex accounts where necessary.
The ideal candidate will be STEP qualified and will have relevant experience of working in a Trusts centred role within a practice environment.
This is a fantastic opportunity for the successful individual to join a leading and well renowned firm where you will play a pivotal role in the development and continued success of the Trust team.
Duties & Responsibilities:
Improving the systems for trust tax compliance
Dealing with all correspondence and advice on client trust tax matters
Assisting Senior Manager and Partners with their client needs
Involvement in any enquiry matters
Maintaining regular communication with all clients and related 3rd parties
Training, developing and supporting members of the Trust team
Attending and presenting at trustees' meetings with responsibility for review of trust accounts to the appropriate Partner for sign-off.
Review of Trust accounts and preparing the more complex accounts first hand
STEP Qualification is highly desirable. CTA Qualified individuals will be considered
Significant experience of working within Trusts
For further information on this role please contact Ed Taylor at Clark Wood
Clark Wood is a specialist Recruitment Consultancy operating throughout the United Kingdom within the Public Practice Accountancy & Tax sectors. Our core client base consists of Accountancy Practices ranging from Big 4, Top 10 & Mid-Tier firms through to independent regional firms and sole traders.
If this specific vacancy is not quite what you are looking for please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive a minimum of £200 in vouchers if we assist them in securing a permanent role