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Trust & Tax Manager

Employer
Hays Senior Finance
Location
England, Cheltenham, Gloucestershire
Salary
Competitive
Closing date
14 May 2024

View more

Sector
Legal
Salary band
£50,000 - £60,000, £60,000 - £70,000
Contract type
Permanent
Hours
Full Time
Where will they be working
Hybrid - mostly office

Job Details


Your new company


Hays Accountancy & Finance are partnering exclusively with a successful and international legal group to recruit a dynamic and experienced 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, within a friendly collegiate team, with the opportunity for future career development and to really add value via expertise/knowledge. 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. Offering remote/office hybrid working and a competitive benefits package, this is a unique opportunity to join a well-established legal group. This position is best suited to Trust & Tax professionals from an accountancy practice or experienced professionals who have worked within the legal sector.


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. Calculating trustees' liabilities to IHT, CGT and Income Tax, and making use of annual exemptions, along with dealing with payments and distributions from trusts, both capital and discretionary income distributions. You will manage your own caseload, client relationships and engage with all those that may be involved, proactively managing your clients to ensure any tax-planning and/or succession planning issues are considered, along with preparing/attending trustee's meetings. You will activate investment reviews, monitor the performance of investments, prepare/review investment policy statements, and manage relationships to deal with beneficiaries, drafting deeds, and associated policies. You will review/interpret trust deeds and related documentation, and delegate/supervise the work of more junior members of the team.


What you'll need to succeed


To be considered for this hands-on Trust & Tax Manager role, you will need experience within a similar position, strong understanding of trust accounts, taxation of trusts, income tax, and ideally have experience with computerised accounts along with Trust/Tax software. You will be a proactive team player, who is also highly self-motivated and able to work on your own initiative. Possess excellent team working skills, with the ability to collaborate with colleagues of all levels, including mentoring and guiding less experienced members of the team as required, along with being able to build rapport with clients to develop effective working relationships. You will have a good legal and commercial understanding of clients' needs, take a hands-on working approach, with 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 dependable on experience, based in Cheltenham, Gloucestershire. Remote/office hybrid working offered, bonus schemes, competitive holiday allowance with buy/sell scheme, private medical cover, income protection, contributed pension scheme, life assurance, study package if applicable, and further group benefits. A great opportunity to really add value with 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.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Company

At Hays we invest in lifelong partnerships that empower people and businesses to succeed. With over 50 years’ success under our belts and a workforce of 10,000+ people across 32 countries, we’ve evolved to put our customers at the heart of everything we do.

From CFO to Newly Qualified, we work with talented finance professionals and match them with organisations where they can achieve a lasting impact.

So much more than specialist recruiters in accounting and finance, what really sets us apart is our knowledge through scale, deep understanding and our ability to meaningfully innovate for our customers. All our consultants have strong relationships across the industry and the support of our extensive global network. That’s why organisations of all types and sizes – from international blue chips to SMEs – trust us to find the people who can help transform their business.

So, whether you want something local or international, permanent, or interim, we have the breadth of coverage and the depth of understanding to help you find it.

We have specialist recruitment teams in the following areas:

  • Corporate Governance
  • Credit Control
  • Part-Qualified Accountant
  • Payroll
  • Public Practice Accounting
  • Public Services Accounting
  • Senior Finance – Qualified
  • Support, Ledgers & Bookkeeping
  • Tax & Treasury

You can rely on us to deliver today and help you plan for tomorrow

 

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