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Office Manager/PA

apartmentHUNTER MASON CONSULTING LIMITEDplaceBicester, 41 mi from Cheltenham
POST TITLE: Office Manager/PA HOURS: Full-time (40 hours a week) RESPONSIBLE TO: Deputy CEO SALARY: £35,000 per annum Job Purpose To provide administrative support to the Deputy CEO with management of certain key functions for the business...
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Office Administrator

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Putsimply, we set the standards by which everything is measured.Indoing so, the National Physical Laboratory is helping to combatissues on a global scale such as climate change, curing diseasesand the development of cutting-edge communications technology.Ourpeople are our greatest asset.They deserve...
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Office Manager / PA

apartmentHUNTER MASON CONSULTING LIMITEDplaceOxford, 37 mi from Cheltenham
POST TITLE: Office Manager/PA DEPARTMENT: Memoria Group HOURS: Full-time (40 hours a week) RESPONSIBLE TO: Deputy CEO SALARY: £35,000 per annum Job Purpose To provide administrative support to the Deputy CEO with management of certain key...
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Office Manager/PA

apartmentHUNTER MASON CONSULTING LIMITEDplaceBicester, 41 mi from Cheltenham
POST TITLE: Office Manager/PA HOURS: Full-time (40 hours a week) RESPONSIBLE TO: Deputy CEO SALARY: £35,000 per annum Job Purpose To provide administrative support to the Deputy CEO with management of certain key functions for the business...
apartmentErnest Gordon Recruitment LimitedplaceOxford, 37 mi from Cheltenham
Business Development Manager (Adhesive Medical Tape) £60,000 - £70,000 (OTE 84,000) + Training + Remote + Progression + Car + Company Bonus Oxford, Oxfordshire Are you a Business Development Manager or similar, with knowledge of adhesive medical...
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Trust & Tax Manager

Cheltenham | Permanent | £55,000 - £70,000/year | www.cv-library.co.uk |
Your new company

Hays Accountancy & Finance are partnering exclusively with a successful and international legal group to recruit a dynamic and experienced Full-time Or Part-time Trust & Tax Manager based in their Cheltenham, Gloucestershire office. Working with the firm's private clients and a range of partners within the Tax, Trust & Succession group, within a friendly collegiate team, with the opportunity for future career development and to really add value via expertise/knowledge.
The successful candidate will develop broad experience in trust/estate administration and tax advice, whilst developing a more specialised expertise in the type of work that the team's core client base requires. Offering remote/office hybrid working and a competitive benefits package, this is a unique opportunity to join a well-established legal group.
This position is best suited to Trust & Tax professionals from an accountancy practice or experienced professionals who have worked within the legal sector.

Your new role

Your key duties will involve 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. Calculating trustees' liabilities to IHT, CGT and Income Tax, and making use of annual exemptions, along with dealing with payments and distributions from trusts, both capital and discretionary income distributions.
You will manage your own caseload, client relationships and engage with all those that may be involved, proactively managing your clients to ensure any tax-planning and/or succession planning issues are considered, along with preparing/attending trustee's meetings.
You will activate investment reviews, monitor the performance of investments, prepare/review investment policy statements, and manage relationships to deal with beneficiaries, drafting deeds, and associated policies. You will review/interpret trust deeds and related documentation, and delegate/supervise the work of more junior members of the team.

What you'll need to succeed

To be considered for this hands-on Trust & Tax Manager role, you will need experience within a similar position, strong understanding of trust accounts, taxation of trusts, income tax, and ideally have experience with computerised accounts along with Trust/Tax software.
You will be a proactive team player, who is also highly self-motivated and able to work on your own initiative. Possess excellent team working skills, with the ability to collaborate with colleagues of all levels, including mentoring and guiding less experienced members of the team as required, along with being able to build rapport with clients to develop effective working relationships.
You will have a good legal and commercial understanding of clients' needs, take a hands-on working approach, with strong problem-solving skills. Experience within the Legal sector and a STEP qualification would be advantageous but not essential.

What you'll get in return

This permanent Trust & Tax Manager role offers a competitive salary dependable on experience, based in Cheltenham, Gloucestershire. Remote/office hybrid working offered, bonus schemes, competitive holiday allowance with buy/sell scheme, private medical cover, income protection, contributed pension scheme, life assurance, study package if applicable, and further group benefits.
A great opportunity to really add value with future career development by joining an extremely successful Global Legal group.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

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