Trust & Tax Senior Manager

This is an excellent opportunity to join a leading legal practice based in London who are looking for a Trust & Tax Senior Manager to join their growing team.  

Trust & Tax Senior Manager
London
£Dependent on Experience

Our client has a fantastic opportunity for a motivated and driven individual to join their London Office as a Trust & Tax Senior Manager

The Main Elements:

Pro-actively managing your clients to ensure any tax-planning and/or succession planning issues are considered and acted upon when appropriate

Management of relationships between grant-making and applicant charities, dealing with prospective beneficiaries, drafting deeds and associated policies

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

The Candidate

High degree of knowledge of trust accounting, including specialist areas such as landed estates and charitable organisations (knowledge of SORP would be beneficial)

High degree of knowledge of the taxation of trusts

An understanding of estate, personal, offshore and indirect taxation matters

ACA qualification preferably newly qualified with up to two years’ relevant experience

For further information on this role please contact Jack Wood at Clark Wood – jack@clark-wood.co.uk / 01173 291053