Trust and Personal Tax Manager

AJ Chambers
Central London
£50,000 - £100,000 Dependent on Experience
26 Oct 2018
25 Nov 2018
Job Role
Professional Membership
Seniority Level
Contract Type
Full time, Permanent

An interesting opportunity has arisen in Central London for a qualified accountant who is looking to study for their CTA and has experience in Trust Tax. A long-established Single-Family office is looking to appoint a Trust and Personal Tax Manager. Although not a practice role, it has many of the characteristics of working in an accountancy firm. An excellent remuneration package is on offer for the right candidate.

The Role

You will be working for a long-established Single Family Office in Central London, looking after the affairs of 80-90 individuals as well as 40-50 settlements. The work will largely be compliance based, but there is also an advisory component and all the work will be within UK Tax. You will be expected to demonstrate a high degree of client contact and autonomy, meaning high personal motivation and excellent personal skills are essential.

Compliance responsibilities will include;

  • Preparation of annual tax returns for 80-90 clients
  • Preparation of annual tax returns for 40-50 Family Trusts
  • Preparation of IHT returns, including periodic charges
  • Review of tax provisioning for individuals and trusts
  • Advising upon taxation issues in trust accounts
  • Handling HMRC correspondence generally
  • Investment income, employment income, property income, farming income

Advisory responsibilities will include;

  • Planning for tax-efficient realisation of investments by individuals and trusts
  • Planning in respect of trust distributions
  • Planning around efficient use of exemptions and reliefs
  • General planning around inter-generational wealth transfers

Other responsibilities;

  • Preparation of corporation tax returns for four investment companies
  • Maintenance of payrolls for two employees
  • Preparation of forms P11D for some 8-10 employees
  • Assisting at shareholder and other corporate events

The Candidate

  • Extensive experience of UK Personal and Trust Taxation
  • ACA/ACCA qualified and looking to study CTA or CTA/STEP qualified
  • Self-starter, able to work largely unsupervised with a high degree of autonomy
  • Able to integrate well into a small team with a flat structure
  • Comfortable with a high degree of client contact in meetings, by telephone and by letter
  • Well-presented, able to command respect of a very traditional client base
  • Strong communication skills

For further information on this Trust and Personal Tax Manager role, please apply directly or contact Leon Maulguet at AJ Chambers.

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