Menzies LLP

Trust Tax Senior Manager

Recruiter
Menzies LLP
Location
Leatherhead
Salary
0-0
Posted
12 Feb 2021
Closes
03 Mar 2021
Ref
374293277
Approved employers
Approved employer
Job role
Accountant
Experience level
Manager
Trust Tax Senior ManagerLeatherheadWe are currently seeking an experienced Trust Tax Senior Manager to join our Trust Centre of Excellence in the firm's Leatherhead office.As a Senior Manager, reporting to the Trust team leader, your role will be to provide trust tax advisory and compliance services to ensure that clients are compliant with the current UK taxation requirements and to provide advice and tax planning as required.The current portfolio of clients consists of a mixture of UK trusts and estates as well as a number of international structures, located primarily in Jersey but also further afield.

As well as advising the trustees, we often advise the families and individuals connected to them.The role involves planning, monitoring deadlines and liaising with regulatory authorities. It will require strong people management skills in order to ensure that the team is delivering work in line with tight deadlines. The key focus is on providing excellent client care as well as implementing business development initiatives and managing the team. Therefore, to be successful in this role you must be comfortable initiating and developing business opportunities and able to build strong relationships with your clients.Key Responsibilities:Assistance with management of the trust and estate tax teamDealing with all correspondence and advice on client trust tax mattersAssisting managers and partners with their client needsAssisting Tax Directors and Partners with more complex enquiries and planningInvolvement in any enquiry mattersMaintaining regular communication with all clients and related 3rd partiesTraining and developing junior team membersReview of trust accounts and tax returns to ensure proper presentation and complianceBeing a part of the firm's private client tax team and assisting with technical back-upThe Person:CTA qualified or a Qualified Accountant (ACA/ ACCAorequivalent)STEP Qualification (qualified or studying towards)Experience in trust and private client tax planningeither in a specialised or partial roleIn-depth knowledge and understanding of the UK trust taxation requirementsAbility to communicate effectively at all levelsAbility to provide excellent client careStrong relationship building, networking and business development skillsHow to Apply:If you believe you have the required skills and attributes to be our new Trust Tax Senior Managerthen apply online ASAP.Agencies:When we require external assistance with our vacancies we will reach out to our PSLsupply chain, please be aware we operate a very strict PSL policy with close relationships with our suppliers and cannot respond toagencies outside of the PSL and we do not accept speculative CV'sas an introduction. Please do not contact individual hiring managers or the Talent Acquisition team.

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