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Trust Tax Senior Manager

Location Leatherhead, United Kingdom
Posted 09-November-2019
Aleading UKcompany isseeking an experienced Trust Tax Senior Manager to joinitsfirms Leatherhead office.The companycan offer you a dynamic and rewarding environment with exposure to a diverse range of clients and industry sectors.Thepackage and benefitsthat the company offeris very competitive and work-life balance is part ofitsculture.

You will receive;25 days annual leave entitlement a year (plus bank holidays), privatemedicalcover, lifeassurance, groupincomeprotection, employer contribution & matching pension scheme, flexible working policy, competitive staff referral scheme, each office location has agreements with local businesses which offer great discounts, learning anddevelopment opportunities throughout your career,CSRprogram &socialevents - each office will be involved in various charity and sporting activities to help raise the brand profile and give back to the local community, employeeassistanceprogramtheEAP is available for all employees. As well as being a confidential support line, it also offers practical financial and life management advice 24 /7 and is completely confidential.

The companysfocus is providing going the extra mile to keep clients on-track to achieve their personal and business objectives.It hasa passion for advising entrepreneurs and SMEs throughitssector-led teams.Itappliesthe same principles to individuals within the firm.Itspeople are ambitious, self-motivated and encouraged to develop their skillset and realise their potential.Its finance and accounting expertise, combined with strategic commercial thinking and a promise to add real value across all areas of our clients businesses.

As aSenior Manageryour duties will include:

- Assistingwiththemanagement of the trust and estate tax team
- Dealing with all correspondence and advice on client trustmatters
- Assisting managers and partners with their client needs
- Assisting Directors and Partners with more complex enquiries and planning
- Involvement in any enquiry matters
- Maintaining regular communication with all clients and related 3rd parties
- Training and developing junior team members
- Assistance with the development of the role in the context of the firms needs
- Being a part of the firms private client tax team and assisting with technical back-up
- Planning, monitoring deadlines and liaising with regulatory authorities.

To be a successfulSenior Manageryou will have the following skills and experience:

- Eligibility to work in the UK without any restrictions.
- CTA or ACA and STEP qualified with relevant practical post qualification experience
- In-depth knowledge and understanding of the UK trust taxation requirements
- Experience in trust and private client tax planning
- Ability to communicate effectively at all levels
- Ability to provide excellent client care
- Strong relationship building, networking and business development skills
- Eligibility to work in the UK
- Comfortable initiating and developing business opportunities and able to build strong relationships with your clients.

In return,theSenior Managerwill receive acompetitivesalaryplus excellent benefits.

The job title of Senior relates simply to the level of experience and has no relevance to age. You are encouraged to apply for any opportunities that you feel to be suitable, irrespective of age or level of experience.

Candidate Source Ltd is an advertising agency and the details sent in your application will be passed to a third party responsible for processing the application. This will include holding and sharing your personal data and our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to inform you of the third partys details should you wish.

Awards & Accolades for MyTechLogy
Winner of
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Finalist at SiTF Awards 2014 under the category Best Social & Community Product
Finalist at HR Vendor of the Year 2015 Awards under the category Best Learning Management System
Finalist at HR Vendor of the Year 2015 Awards under the category Best Talent Management Software
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