Senior Finance Manager - Trusts & Estates
Location
Surrey | United Kingdom
Job description
This entrepreneurial and forward–thinking regional Firm consistently ranked in the top 200 across their multiple disciplines. Through growth, they now require an experienced Tax & Trust Manager to join their team where you will be rewarded with an strong support network, a growing team and a competitive salary.
At the core of the firm's ethos lies a commitment to people and much of their work comes from referrals and recommendations
The Role:
The firm is now looking for a Tax and Trust Manager to join their expanding offering in Guildford covering Private client matters across the broader Surrey, Hampshire and London offices.
The ideal candidate will have proven experience in a similar role, and have strong Excel skills and knowledge of double–entry bookkeeping along with tax return and accounts software. ,
- Undertake fee–earning work and provide a profitable contribution to the work of the division.
- To deliver a quality private client services ensuring quality standards and professional ethics.
- Provide assistance to the Trust Director and accountancy support to the wider Private Client team.
- Lead on client relationships, liaise with clients, intermediaries and tax authorities.
- Identify and advising on tax–planning opportunities for clients and supervision and preparation of:
- Trust and estate accounts, Company and personal, estate and trust tax computations
- Complete HMRC forms associated, accounting reports for UK and overseas tax compliance matters
- Assist in overseeing the team's caseload of individuals, trusts and estates.
- Preparing CGT calculations, trust accounts, estate accounts and non–resident trust tax pool calculations
Key Requirements for the role will be:
- A Qualified Tax or Accountant via either ATT, STEP, ACA or equivalent
- Be an experienced Trusts Manager with proven experience handling tax and trust matters
- Excellent communication skills and team work ability
- Competent user of business information systems and in particular advanced user of MS Excel.
What's on offer:
- Competitive Salary and benefits package
- Working alongside Leading industry individuals
- Hybrid working on offer
Job tags
Salary
£60k - £80k per annum
