Trusts and Estate Accounting and Tax Manager - London, United Kingdom - The Legists

The Legists

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

About your new role

The International Private Wealth offering in London is one of the leading teams in the country and is in an exciting stage of growth following the recent merger between RadcliffeLebrasseur and Weightmans.

The new offering Weightmans Radcliffes IndividualServices has ambitions of being the leading national Private Wealth offering in the UK.

The London team features a number of leading individuals in the Chambers HNW and Legal 500 rankings and has a strong client base of High and Ultra-High Net Worth Clients

- many with international assets and aspects to their financial affairs.

Main purpose of role

To manage own caseload of tax advisory and trust administration matters, support the team on all tax compliance and deliver great client service.

Main duties and responsibilities

Assisting members of the Private Client team with the following:
Preparation and maintenance of full and detailed estate and trust accounts;
Preparation and submission of estate and trust Income Tax and Capital Gains Tax returns;
Preparation and submission of Inheritance Tax returns for estate and trusts;
Preparation of and advising on 10 year and exit charges for Inheritance Tax;
Advice in respect of estate planning for Income Tax, Capital Gains Tax, SDLT and Inheritance Tax;
Updating and maintaining Trust database;
Registration of Trusts on TRS and maintenance of the TRS records;
General administration of Trusts;
Advising on of the Annual Tax on Enveloped Dwellings regime (preferred but not essential);
Advising on and filing returns for nonresident Capital Gains Tax;
Advising on the Registration of Overseas Entities regime (preferred but not essential);
Monitoring client funds; and
Liaise with other professional advisers as required.
Assist with marketing the services of the team and wider department
Achieve set financial and chargeable targetsKPIs
Ensure relevant deadlines and quality measures are adhered to
Comply with relevant Weightmans and client policies and procedures
Work in accordance with Weightmans' values

This list is not intended to be exhaustive and you will be expected to perform other duties and have other responsibilities that fall within the wider remit of the role.

About You

You will be an experienced trusts and estate accounting and tax manager with at least 7 years of relevant experience looking for a new challenge working with complex, high and ultra high net worth clients
Ideally hold professional qualifications such as CTA, ATT or STEP (or equivalent) or would be interested in working towards these
Some business development skills and experience and a keen interest in developing these and taking an active role in the growth of the team
Excellent IT skills to include experience and knowledge of personal tax software programmes and HMRC portals;
Excellent communication skills
Excellent time management and organisation skills
Ability to multitask and prioritise
Ability to work to strict deadlines and targets
Ability to work as part of a team and on own initiative
Flexible, proactive and teamorientated approach

Why work for us
Weightmans is a Top 45 law firm with offices throughout the UK.

Having been recognised as the leading legal employer at the annual Britain's Top Employers awards 2021 and achieved record rankings in Chambers UK.

The independent research showed "Weightmans provides exceptional employee conditions, nurtures and develops talent throughout all levels of the organisation."

We are truly committed to fostering a culture of equality and diversity, where everyone in the firm is respected and recognised on merit for the work that they do.

Work for a firm where people matter - work for Weightmans.
As well as being immensely proud of the work we carry out for our clients and the culture we provide to our people we offer a wide range of benefits including;

28 days' annual leave plus bank holidays (prorated for part time)
Agile / working from home including provision of home office equipment
Healthcare cover/ Medicash
Pension plan
Life Insurance 4 x salary
Interest free travel loan scheme
Employee Assistance Programme including counselling, legal and consumer advice service
Discounted gym membership
Discounted dental scheme
Cycle to work scheme
Offers & discounts
Great reward and recognition scheme