Trusts, Estates, and Personal Tax Manager

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.

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