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Trust and Tax Manager

61940
£60,000 - £70,000
Jordan Marchetti

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Jordan Marchetti

Nelson Chambers are currently helping our client to recruit a Trust & Tax Manager for their London office. The successful candidate will work closely with partners and members of their growing team. The team itself deals with a wide range of trust administration work together with tax, probate, deputyship and court of protection matters.

If you have experience in the following, please apply:

  • Calculating trustees’ liabilities to IHT, CGT and Income Tax and making use of annual exemptions.
  • Overseeing and contributing towards the timely preparation of trust accounts and tax returns including inheritance tax returns and dealing with HM Revenue and Customs as required.
  • Pro-actively managing clients to ensure any tax-planning and/or succession planning issues are acted upon when appropriate.
  • Dealing with payments and distributions from trusts, both capital and discretionary income distributions.
  • Reviewing and interpreting trust deeds and related documentation with input from the wider team, as appropriate.

Our client are also keen to see people that are STEP accredited.

If you are looking for a role in a progressive firm with good career prospects, please get in touch. Our client is happy to look at salaries around £70,000 but this can be negotiated. There is also a comprehensive benefits package.

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