Trusts, Estates, and Personal Tax Manager
Join this firm and make a significant impact!
We're seeking a talented Tax Candidate to join our clients team and contribute to their exceptional client service. This senior role offers a rewarding opportunity to work on a wide range of tax matters, from personal and trust returns to complex estate planning.
Key Responsibilities:
- Prepare and file trust, estate, and personal tax returns using IRIS software.
- Manage client correspondence with HM Revenue & Customs and third parties.
- Track and meet critical deadlines for trust and estate filings.
- Prepare trust accounts and monitor deadlines for charges and entitlements.
- Provide day-to-day administrative support for clients.
- Handle inheritance tax returns for trusts and estates.
- Offer ad hoc tax advice, such as trust distribution planning.
- Mentor and train junior team members.
- Undertake other tasks as needed.
Qualifications and Skills:
- A professional qualification like STEP, ATT, or CTA (part-qualified)
- At least 2 years of experience in a private client or trust department
- Strong accuracy, prioritization, and time management skills
- Excellent communication and interpersonal skills
- Proactive and ambitious approach
- Proficiency in IT, with experience in case management and tax software (IRIS preferred)
About the Role:
- Full-time position, though part-time hours may be considered
- Located in the Chichester Office
- Friendly and loyal team.
- Hybrid working can be arranged.
- Competitive salary and a supportive work environment
If you're a motivated and skilled Tax Executive looking to make a difference, we encourage you to apply!
All applicants must have the right to work in the UK.
We will consider all qualified applications for this position. Chilworth Partnership / Venture Recruitment Partners does not discriminate against disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other status protected under the Equality Act 2010.
Venture Recruitment Partners (also trading as Chilworth Partnership Ltd) is a Recruitment Agency. By applying for this role, you are authorising us as a Recruitment Agency to contact you and to provide services and information relating to job hunting activities. Please see our Privacy Policy at (url removed).
