My client in the Winchester area is currently in need of a Trust Tax Assistant Manager/Manager due to expansion.

The Role

Your key responsibilities will include:

Preparation of the annual tax returns and trust accounts for a complex portfolio of Trust and Estate clients

Review of IHT returns on death, periodic charges and exit charges

Assist the Partners with advisory work and trust technical queries

Ongoing management of the client portfolio including updating the Trust Registration Service

Liaising with clients directly and attending Trustee meetings with the lead partner where required

Provide support to the senior members of the Trust team as required 

What we can offer you

Exposure to a wide range of clients across many sectors

Immediate entry to our Management Development Programme to develop leadership potential

Partner level mentor and a tailored career progression plan

Hybrid and flexible working

A varied role in a talented and experienced team

Joining a company with an exciting growth plan ahead 

Plenty of opportunities to increase your technical knowledge and skills

A tailored career progression plan 

Competitive salary and benefits package including the pension salary sacrifice scheme, life assurance, health cash plan, retail discount scheme, electric vehicles salary sacrifice, and cycle to work scheme

Generous core holiday allowance plus holiday trading, flexible bank holidays and additional holiday with service

Wellbeing programme with regular events and activities focused on your physical and mental wellbeing. We also offer all employees a Wellbeing Day each year – a day dedicated to boosting your wellbeing

About You

We would like to hear from you if you have a minimum of 5 years UK trusts experience, from either a medium sized or mid-tier firm. You will also have the following:

Ideally CTA and/or STEP qualified. Study support can be provided towards these qualifications if desired

Detailed understanding of the different types of trusts and the tax implications thereof. 

Tax return and accounts preparation experience with a wide range of UK trusts

Experience with the CCH suite of tax and accounting software would be beneficial

Strong client relationship and project management skills 

Strong communication skills, verbal and written 

Exceptional attention to detail 

Strong IT skills 

A positive, confident and proactive attitude 

Ability to prioritise and meet tight timeframes with high quality output 

Self-motivated 

Enjoy working as part of a growing trust team, 

Demonstrate good judgement of risk and be commercially minded

Location: Winchester

Salary: £65,000

Please respond with your most up to date CV to be considered.

Kind regards,

Frankie White | Recruitment Consultant