Trust Tax Manager

Job title: Trust Tax Manager

Company: Armstrong Watson


Job description: About UsArmstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland. Our services and advice are all centred around our Quest to support our clients to achieve prosperity, a secure future and peace of mind, which cannot be achieved without the expertise of our dedicated and valued colleagues.With approximately 700 colleagues situated across 19 offices, our people and our culture are at the heart of what we do. We recognise the unique impact we have on not only our clients, but also our colleagues, and the communities in which we operate. Our success is dependent on every colleague embracing all four of our core values: Honesty, Humanity, Trust and Passion.The RoleOur Tax team are now recruiting a Tax Manager to join our Trust and Estates team based in Leeds. The overall purpose of this role will be to review trust and estate self-assessment tax returns on a portfolio of clients and manage complex cases, whilst overseeing wider compliance work for trusts and estate clients.The key elements of this role will include but not be limited to:

• Taking responsibility for the review of trust self-assessment tax returns prepared by Trainees, Assistants and Seniors on our portfolio of trust clients, along with other related compliance matters such as IHT forms and maintenance of the Trust Register
• Overseeing work in relation to estates, including review of IHT forms, self-assessment tax returns and informal reporting of tax liabilities
• Having direct line management responsibilities for Tax Seniors / Tax Assistant Managers, providing coaching and development opportunities
• Ensuring adequate contact availability for clients, Armstrong Watson staff and external organisations with self and team members as appropriate
• Providing support, training and mentoring for Tax Assistants and Tax Seniors in relation to trust and estate work
• Managing the workflow of the team providing an excellent client service experience whilst maximising efficiency and creating new business opportunities
• Managing the time spent by the team on client’s tax affairs and ensure work is completed in the most efficient manner
• Providing relevant information to other internal specialists, so as to assist the cross selling of services into the client base
• Forming good professional relationships with clients and intermediaries, creating an environment whereby they feel happy to refer their contacts

Please note that we will not be accepting candidates from agency suppliers in connection with this vacancy.The CandidateIn order to fulfil the responsibilities of the position, we would like candidates to be / have:

• ATT Qualified as a minimum but ideally have completed or be in process of completing either a CTA or STEP qualification
• Excellent knowledge and expertise in order to be seen as a thought leader in their area to the external marketplace
• Experience in directly line managing staff, and be confident when delegating work
• An in depth understanding of the taxation of UK individuals, trusts and estates
• Experience using tax return software (CCH is desirable but not essential)
• Some advisory knowledge, and experience in identifying advisory opportunities
• Experienced in dealing directly with clients and ensuring they receive an outstanding level of customer service
• Confident when communicating (in both written and verbal form) in order to deal directly with clients and colleagues within other service lines across the firm

The BenefitsIn return for your hard work helping us shape our future growth and development; we will provide a competitive salary and a positive benefits package which includes:

• Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
• Competitive Annual Leave entitlement up to 26 days, plus Bank Holidays
• Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
• Smart Working Policy, giving you the ability to balance home and remote working
• Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
• Employee Assistance Programme (24/7 confidential support for wellbeing and health)
• Paid flu jabs and eye tests
• Introductory Commission Scheme (financial reward if you refer a new client)
• Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
• Ongoing access to online training courses and materials
• Paid professional membership fees
• Charity of the Month
• Colleague of the Month
• Subsidised social events throughout the year

In addition to all the benefits you would expect from an award-winning employer, you will be given the utmost encouragement and support to develop your career further.When you’re with us… we’re with you.

Expected salary:

Location: Leeds

Job date: Wed, 09 Apr 2025 07:59:50 GMT

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