Trust & Estates Manager Job at Churchgate Accountants (Bury St Edmunds)

Job Description

This role is based within the Tax Department at our Bury St Edmunds office and will focus predominantly on the private client sector as part of our Trusts and Estates team. The team advises families and individuals on the legal, compliance and tax aspects of Trusts and Estates, alongside providing bespoke advice on trust and tax structuring.

Job Responsibility

Acting as a trusted adviser to clients, identifying advisory opportunities and ensuring clients’ tax positions are optimised while balancing their wider personal and family objectives
Preparing and reviewing ad hoc advisory reports and providing general advice for clients with Trusts and Estates
Providing trust technical support to the wider Tax Department and the firm as a whole
Managing your own portfolio of clients, ensuring compliance deadlines are met and a consistently high standard of client service is delivered, including attendance at meetings and handling written and verbal correspondence
Reviewing Trust & Estate self-assessment tax returns and personal tax returns, including related tax calculations, and dealing with all associated correspondence with clients, HM Revenue & Customs and third parties
Reviewing Trust & Estate Accounts prepared using the firm’s software (CCH Trust Accounts)
Reviewing Inheritance Tax returns for Trusts and Estates
Taking on new clients via the firm’s website, email and telephone enquiries, as well as through marketing initiatives
Promoting the Trust department through publications, seminars and social media activity
Supporting, mentoring and training other members of the Trusts and Estates team

Requirements

A minimum of five years’ relevant experience working in Trusts and Estates
CTA and/or STEP qualification
Strong technical knowledge of Trusts, Estates and private client taxation, with the ability to interpret and apply complex legislation accurately
Sound commercial awareness, with an understanding of recoverability, WIP management and client service standards
Excellent written and verbal communication skills, with the ability to explain complex trust and tax matters clearly to clients and professional intermediaries
A professional and confident client facing manner, capable of building long term trusted adviser relationships
Highly organised and methodical, with strong time management skills and a calm, pragmatic approach under pressure
A collaborative team player, able to work effectively with tax, accounts, legal and financial planning colleagues to deliver a joined up service

What we offer

A competitive starting salary
27 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

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Trust & Estates Manager

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