Trust and Estates Manager or Assistant Manager

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.

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