Our client an established firm of Chartered Accountants are seeking a Trust and Tax Manager. In this role you will manage a portfolio of around 300 personal and trust tax clients, as well as dealing with tax planning and tax compliance.You will also be required to visit clients from time to time.
Duties will include the following:-
- Dealing with correspondence from clients and the HMRC, via letters, email and telephone
- Completion of tax returns, filing of tax returns and reviewing tax statements of accounts
- Dealing with compliance matters for Trusts, including preparation of Trust Tax Returns, forms R185, forms 41g (Trust) and IHT100
- Dealing with compliance matters for Estates, including preparation of Estate Tax Returns, preparation of CGT computations etc. where Estates are dealt with on an informal basis, preparation of forms R185; providing advice in relation to the taxation of Trusts and Estates and in relation to Inheritance Tax.
- Dealing with potential client calls, e-mails and meetings and providing quotes as appropriate
- Assisting Tax Partners on ad hoc assignments
- Dealing with HMRC Personal Tax investigations
- Assisting with the administration and reporting procedures in the department
- Assisting tax junior with completion of tax returns
You will have a strong tax background, with previous managerial experience, although they will consider a bright Senior. You will also hold a professional qualification, ideally ATT and/or CTA, although study will be provided if required.
Superb prospects.
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