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Trust & Tax Manager
An established professional services firm is looking to recruit a Tax & Trust Manager on a permanent basis. This is a hybrd role that can be fulfilled on a part time or full time basis.
This is an excellent opportunity for an experienced tax professional from either a solicitor’s practice or accountancy practice to take ownership of a varied portfolio of trust, estate and personal tax work, while playing an active role in developing the wider service.
Working alongside colleagues across the business, you will provide specialist technical advice, build strong client relationships and help shape the future development of this specialist area.
Key responsibilities will include:
- Preparing and reviewing self-assessment tax returns for individuals, estates and trusts.
- Preparing trust accounts.
- Calculating and submitting trust-related Inheritance Tax returns, including ten-year anniversary and exit charge returns.
- Advising on trust administration, distributions and capital gains tax planning.
- Managing capital gains tax reporting for residential property disposals.
- Ensuring trusts meet their HMRC Trust Registration Service obligations.
- Providing personal tax and trust advice to clients and their professional advisers.
- Supporting colleagues with technical tax and trust queries.
- Developing client relationships, identifying cross-referral opportunities and helping grow the service offering.
The successful candidate will have:
- Previous experience working within either a solicitor’s practice or accountancy practice.
- Strong knowledge of personal taxation, trusts and estate administration.
- The ability to manage a varied portfolio with a good degree of autonomy.
- Excellent communication and client relationship skills.
- A proactive and commercially minded approach, with an interest in developing a specialist service.
- ATT, CTA, STEP, AAT or qualified by expereince, although relevant experience will also be considered.
The opportunity:
A permanent position offering between 25 and 37 hours per week, with flexibility around working arrangements.
This is a chance to join a supportive and ambitious team, take ownership of an established area of work and make a meaningful contribution to its future growth.
If you are interested in this Trust & Tax Manager opportunity or would like any further information, please do not hesitate to contact Richard Warwick at IPS Finance.
IPS Finance has 45 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.
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