A renowned global professional services firm is seeking a Tax Manager to join their Trusts and Probate team in the Tax, Trusts and Succession group based in their offices in Cheltenham.
This is a hybrid role (3 days in the office, 2 days work from home) and is paying up to £65,000 depending on experience. Benefits include 25 days holiday, pension, private healthcare and an annual bonus. The role also offers fantastic career progression opportunities.
The Trusts and Probate team work closely with the Firm’s Private Property, Tax, Trusts and Succession teams across all of the UK offices and some international offices. The firm will consider candidates from a Tax Accounting background in practice looking to develop their skills and knowledge in the trust accounting aspects of this role.
The successful candidate will develop broad experience in trust/estate administration and tax advice, whilst developing a more specialised expertise in the type of work that the team’s core client base requires. They will advise a range of UK clients on every aspect of tax planning.
You'll manage your own caseload, client relationships all the while engaging with all those that may be involved with any given matter, including trustees, beneficiaries and other adviser. In pro-actively managing your clients you'll ensure any tax-planning and/or succession planning issues are considered and acted upon when appropriate. You'll manage the relationships between grant-making and applicant charities, dealing with prospective beneficiaries, drafting deeds and associated policies. You'll oversee and contribute towards the timely preparation of trust accounts and tax returns including inheritance tax returns and dealing with HM Revenue and Customs as required, and calculate trustees’ liabilities to IHT, CGT and Income Tax and making use of annual exemptions.
Ideally you will have very good understanding of Trust Accounts and a STEP qualification (but this is not essential). You will have worked in a similar role previously, and subsequently have a good understanding of the taxation of trusts, to include calculation of trustees’ liabilities to IHT, CGT and Income Tax, and their interaction with personal taxes.