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Private Client Tax Manager - Legal Business
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Location
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Kent, Tunbridge Wells
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Salary
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£50000 - £60000 per annum
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Posted
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07 Nov 2019
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Closes
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15 Nov 2019
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Ref
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14060535/001
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Contact
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Tristan
Finch
Michael Page are working with an excellent legal firm based near Tunbridge Wells who are looking for a Private Client Manager to join their tax team in a rewarding and diverse role. The position will be predominantly personal tax focused with an emphasis on CGT, IHT, Trusts and Estates.
Client Details
This firm is a multi-sited firm of lawyers with offices near Tunbridge Wells. They have a fantastic reputation and a wide array of clients in the local area. They are offering a competitive salary and excellent progression prospects are on offer.
Description
TRUSTS
Advice on the tax principles for all the different types of trust, to include income tax, capital gains tax and inheritance tax
Advice on tax implications of trust set up and termination, and implementing this
In the case of relevant property trusts dealing with key tax events to include the IHT 10 year anniversary and exit charges.
Maintenance of trust tax and accounts files for a portfolio of trust clients; preparation of annual trust accounts and tax returns, reporting to trustees, arranging tax payments
Management and use of CCH tax programme for completion and submission of annual tax returns and R185's
Use of HMRC's Trust Registration Service
Compliance in relation to FATCA, CRS and LEI
ESTATES
Advice on the tax implications of matters arising in the administration period to include, tax treatment of different types of income, CGT issues on sale or appointment out of assets, chargeable event gains re life assurance bonds.
Assessment of method of reporting and settling the tax for the administration period, that is by informal settlement or self- assessment estate tax returns.
Set up estate tax record via HMRC's TRS, completion and submission of annual tax returns, report to executors, arranging payment of tax due. For informal procedures, prepare tax schedule.
Deal with accounting queries from lawyers in relation to the estate accounts which they prepare, and generally advising on accounting matters.
Profile
- Qualified tax professional - ACCA, ACA, ATT, CTA, similar qualification
- Excellent verbal and written communications skills with ability to communicate at all levels
- Excellent IT Skills
- Ability to work well under pressure
Job Offer
£50,000- £60,000, dependent on experience
Parking
Pension
Holiday
Benefits Package