Trust & Tax Manager - Part or Full Time
Company:
Global Legal Group - Cheltenham, Gloucestershire - Hybrid Your new company Hays Accountancy & Finance are partnering exclusively with a successful and international legal group to recruit a dynamic and experienced Full-time or Part-time Trust & Tax Manager based in their Cheltenham, Gloucestershire office. Working with the firm's private clients and a range of partners within the Tax, Trust & Succession group, you will join a friendly collegiate team with the opportunity for future career development. The successful candidate will develop broad experience in trust/estate administration and tax advice, while gaining specialized expertise in the type of work that the team's core client base requires. Offering remote/office hybrid working and a competitive benefits package, this is a unique opportunity to join a well-established legal group. Your new role Your key duties will involve overseeing and contributing towards the timely preparation of trust accounts and tax returns, including inheritance tax returns, and dealing with HM Revenue and Customs as required. This includes calculating trustees' liabilities to IHT, CGT, and Income Tax, making use of annual exemptions, and managing payments and distributions from trusts. You will manage your own caseload, client relationships, and engage with all involved parties, proactively managing your clients to ensure any tax-planning and/or succession planning issues are considered. You will prepare and attend trustee meetings, activate investment reviews, monitor the performance of investments, prepare/review investment policy statements, and manage relationships with beneficiaries. Additionally, you will review and interpret trust deeds and related documentation, and delegate/supervise the work of more junior team members. What you'll need to succeed To be considered for this hands-on Trust & Tax Manager role, you will ideally need experience in a similar position, an understanding of trust accounts, taxation of trusts, income tax, and experience with computerized accounts along with Trust/Tax software. You will be a proactive team player, highly self-motivated, and able to work on your own initiative. Excellent teamwork skills, the ability to collaborate with colleagues at all levels, and the capability to mentor and guide less experienced team members are essential. You will have a good legal and commercial understanding of clients' needs, take a hands-on working approach, and possess strong problem-solving skills. Experience within the Legal sector and a STEP qualification would be advantageous but not essential. What you'll get in return This permanent Trust & Tax Manager role offers a competitive salary dependent on experience, based in Cheltenham, Gloucestershire. Remote/office hybrid working is offered, along with bonus schemes, competitive holiday allowance with buy/sell scheme, private medical cover, income protection, a contributed pension scheme, life assurance, and a study package if applicable. This is a great opportunity to add value and pursue future career development by joining an extremely successful Global Legal group. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
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Global Legal Group - Cheltenham, Gloucestershire - Hybrid Your new company Hays Accountancy & Finance are partnering exclusively with a successful and international legal group to recruit a dynamic and experienced Full-time or Part-time Trust & Tax Manager based in their Cheltenham, Gloucestershire office. Working with the firm's private clients and a range of partners within the Tax, Trust & Succession group, you will join a friendly collegiate team with the opportunity for future career development. The successful candidate will develop broad experience in trust/estate administration and tax advice, while gaining specialized expertise in the type of work that the team's core client base requires. Offering remote/office hybrid working and a competitive benefits package, this is a unique opportunity to join a well-established legal group. Your new role Your key duties will involve overseeing and contributing towards the timely preparation of trust accounts and tax returns, including inheritance tax returns, and dealing with HM Revenue and Customs as required. This includes calculating trustees' liabilities to IHT, CGT, and Income Tax, making use of annual exemptions, and managing payments and distributions from trusts. You will manage your own caseload, client relationships, and engage with all involved parties, proactively managing your clients to ensure any tax-planning and/or succession planning issues are considered. You will prepare and attend trustee meetings, activate investment reviews, monitor the performance of investments, prepare/review investment policy statements, and manage relationships with beneficiaries. Additionally, you will review and interpret trust deeds and related documentation, and delegate/supervise the work of more junior team members. What you'll need to succeed To be considered for this hands-on Trust & Tax Manager role, you will ideally need experience in a similar position, an understanding of trust accounts, taxation of trusts, income tax, and experience with computerized accounts along with Trust/Tax software. You will be a proactive team player, highly self-motivated, and able to work on your own initiative. Excellent teamwork skills, the ability to collaborate with colleagues at all levels, and the capability to mentor and guide less experienced team members are essential. You will have a good legal and commercial understanding of clients' needs, take a hands-on working approach, and possess strong problem-solving skills. Experience within the Legal sector and a STEP qualification would be advantageous but not essential. What you'll get in return This permanent Trust & Tax Manager role offers a competitive salary dependent on experience, based in Cheltenham, Gloucestershire. Remote/office hybrid working is offered, along with bonus schemes, competitive holiday allowance with buy/sell scheme, private medical cover, income protection, a contributed pension scheme, life assurance, and a study package if applicable. This is a great opportunity to add value and pursue future career development by joining an extremely successful Global Legal group. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
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