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    Accountancy & Tax Senior/Manager - Cheltenham, Gloucestershire, United Kingdom - Hays Accountancy and Finance

    Hays Accountancy and Finance
    Hays Accountancy and Finance Cheltenham, Gloucestershire, United Kingdom

    1 week ago

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    Description

    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 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.

    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 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.

    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.

    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
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