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Private Office - Personal & Trust Tax, West London

Personal Tax Jobs
Job Title:
In House Tax Jobs, Tax Manager Jobs
UK & Ireland Tax Jobs
Greater London Tax Jobs
West London Tax Jobs
£50,000 to £70,000 per annum
Job Ref:

This single family office is looking to appoint a Trust and Personal Tax Manager. Although not a practice role, it has many of the characteristics of working in an accountancy firm. You will be 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 will include;
• 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 will include;
• 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

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

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
• Well-presented, able to command respect of a very traditional client base
• Strong communication skills

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