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Assistant Tax Manager

  • Location

    London

  • Discipline:

    Finance & Audit

  • Job type:

    Permanent

  • Salary:

    up to £50,000 plus benefits, flexible

  • Consultant:

    #

  • Email:

    avarty@merje.com

  • Job ref:

    AV/16708

  • Published:

    6 months ago

My client, a leading Top 20 accountancy practice, urgently require a qualified Tax senior/ Assistant Manager who is looking to progress their career within a growing team.

Key Tasks and Responsibilities include:

  • Preparation of trust accounts, trust tax returns and R185s
  • Carrying out estate and probate compliance including IHT and probate forms, estate accounts and calculations
  • Supervising a small team, including reviewing work, coaching and mentoring
  • Managing a trust and estate portfolio and dealing with administration on a timely basis, including working with administrator to arrange distributions to beneficiaries
  • Dealing with ad hoc queries and advice matters - including creation and dissolution of trust structures, suitability of trusts for different circumstances and planning for decennial charges
  • Liaising with third parties such as banks, investment managers, trustee companies and lawyers
  • Communicating with external trustees and beneficiaries as well as HMRC
  • Dealing with offshore trusts and foundations as well as onshore trusts
  • Some self-assessment work may be included as part of the portfolio

 

Being a qualified Tax Accountant you will have the following skills and experience

 

  • Preparation of trust accounts, trust tax returns and R185s
  • Estate and probate compliance including IHT and probate forms, estate accounts and calculations
  • Ability to supervise junior staff
  • Responsible for running a trust and estate portfolio and dealing with administration on a timely basis, including arranging distributions to beneficiaries and making tax payments
  • Liaising with third parties such as banks, investment managers, trustee companies and lawyers who may be providing information to us
  • Communicating with external trustees and beneficiaries as well as HMRC
  • Exposure to offshore trusts and foundations as well as onshore trusts
  • Involvement in planning using trusts and advising on IHT mitigation for executors of estates
  • Planning work including input into wills and lasting powers of attorney for clients
  • Development of IHT strategies for clients which may involve working with third parties
  • Preparation of self-assessment tax returns

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.