Trust and Tax Manager - Family Office, London, to £80k

The role

* Preparation of annual tax returns for 80-90 individual 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, Lloyd's, horse racing and breeding, all within an exclusively UK context
* Planning for tax-efficient realisation of investments by individuals and trusts
* Planning in respect of trust distributions: quantum, and whether from income or capital
* Planning around efficient use of exemptions and reliefs
* General planning around inter-generational wealth transfers

Other responsibilities

* Preparation of corporation tax returns for four investment companies
* Maintenance of payrolls for two employees
* Preparation of forms P11D for some 8-10 employees
* Assisting at shareholder and other corporate events

Personal skills

* Self-starter, able to work largely unsupervised with a high degree of autonomy
* Ability to integrate well into a small team with a flat structure
* High degree of client contact in meetings and by telephone and letter
* Well-presented, able to command respect of a very traditional client base
* Strong communication skills

Please note our advertisements use PQE/salary levels purely as a guide. However we are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role.