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Trust and Estates Manager or Assistant Manager
Job Posted: 6 days ago
Salary: £ Competitive
Job Type: Permanent
Location: Bury St Edmunds, Suffolk
Expire in: 22 days
Job Description
Hays are working with a highly respected client in Bury St Edmunds who are looking for a Tax Manager or Assistant Manager to join their growing team.
This position would predominantly relate to the private client sector, being within the Trust and Estates team. The Trust and Estates team deal with legal and compliance matters for Trusts and Estates and also provide advice regarding tax and Trust structures for the associated families.
You will be confident in managing your own workload to tight deadlines, demonstrates excellent attention to detail, and has the ability to learn and apply complex information. Strong communication skills are essential. You will also have experience working with Trusts and be a natural fit for their friendly yet professional workplace culture.
The role
Review of standard Trust & Estate self-assessment tax returns and personal tax returns, including related tax calculations.
Preparation of complex Trust & Estate self-assessment tax returns and personal tax returns, including related tax calculations using the firm's software (CCH).
Review of standard Trust & Estate Accounts.
Monitoring deadlines on Trusts and Estates such as annual compliance, ten yearly charges and beneficial entitlements.
Dealing with the day-to-day client administration.
Preparation of complex and review of standard Inheritance Tax returns for Trusts and Estates.
Preparation of ad hoc advisory work, such as advising on Trust distributions
Supporting and training other members of the Trusts and Estates Team.
Provide support in dealing with telephone calls, client meetings, engagement letters and general office administration.
Carry out any other duties to meet with the needs of the business.
Skills Required
Experienced in Trusts and Estates.
Full/part qualification in CTA or STEP
Depending on the candidate study support towards further qualifications is available.
What you will receive
A competitive starting salary
24 days holiday (excluding bank holidays)
Birthday Leave
Holiday purchase/sale scheme
Flexible homeworking policy
Matching employer pension contributions of up to 6% salary
Salary sacrifice available for pension contributions
Income Protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension Age
Private Health Insurance - Individual cover available
Paid study leave
All professional exams, study books, revision courses and resources paid for (at the first attempt)
Up to two professional subscriptions paid for
Encouragement to develop and learn by attending training courses and CPD events
Employee Assistance programme
Length of service recognition
Social events paid for or subsidised by the firm
If you're interested in discussing this role further, please contact Cara Whyte at Hays or apply online today.
Hays EA is a trading division of Hays Specialist Recruitment Limited and 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 (url removed)Before You Apply
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