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22 days ago
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Trust Private Client Tax Manager


Additional Resources Ltd
Salary:
Location: Norwich
Job type: Permanent
Contact: Munir
Category: Accountancy Jobs
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Trust & Private Client Tax Manager - Norfolk

Salary - Depending on Experience

An Award-winning technology-focused accountancy practice based in East Anglia and London.

Offering accounts preparation to payroll, business advice to tax planning

The Role

We are looking for a trust and private client manager to join our clients team. You will lead their trust tax team and be responsible for the provision of trust and estate compliance and advisory services. You will play a key role in developing the team's growth.

Main Duties and responsibilities for this role:

• Management of the trust and estate tax team.

• Day-to-day management of trust compliance, preparation of trust and estate accounts, Income tax, CGT & IHT returns.

• Management of personal tax compliance for HNW individuals and families connected to the trusts.

• Providing estate planning and trust tax advisory services.

• Providing private client tax planning advice.

Essential Skills & Requirements:

You will ideally be CTA and/or STEP qualified and have experience in trust and private client tax planning.

You will have a good understanding of the taxation of UK trusts.

On offer is a highly competitive salary

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Trust & Private Client Tax Manager - Norfolk

Salary - Depending on Experience

An Award-winning technology-focused accountancy practice based in East Anglia and London.

Offering accounts preparation to payroll, business advice to tax planning

The Role

We are looking for a trust and private client manager to join our clients team. You will lead their trust tax team and be responsible for the provision of trust and estate compliance and advisory services. You will play a key role in developing the team's growth.

Main Duties and responsibilities for this role:

• Management of the trust and estate tax team.

• Day-to-day management of trust compliance, preparation of trust and estate accounts, Income tax, CGT & IHT returns.

• Management of personal tax compliance for HNW individuals and families connected to the trusts.

• Providing estate planning and trust tax advisory services.

• Providing private client tax planning advice.

Essential Skills & Requirements:

You will ideally be CTA and/or STEP qualified and have experience in trust and private client tax planning.

You will have a good understanding of the taxation of UK trusts.

On offer is a highly competitive salary

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.


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