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Tax Manager

Ince’s Private Client and Tax teams act for a broad range of clients, who often have complex affairs where we can assist them with tax and estate planning advice, tax compliance and administrative services. The successful candidate will work with the Private Client and Tax teams and be involved in the preparation of estate accounts and tax returns for individuals, and assisting with the on-going administration of a number of trusts, charities, companies and similar entities.

Team Tax

Based Bristol, London, Cardiff

Flexibility Occasional Travel to other UK offices

Contract Type Permanent, full-time

Hours Monday – Friday 09.00 – 17.30

“If you are looking for a challenging and fulfilling career in a supportive, inclusive and high performance work environment where everyone has the opportunity to realise their potential, Ince could be the firm for you.”

Role Responsibilities

  • Preparing and filing a broad range of personal, trust and estate tax returns, including co-ordinating input on these both externally and from within the department.
  • Completing trust and estate accounts, as well as beneficiary tax statements, and dealing with issues surrounding the same.
  • Completing charity accounts and filing documents with the Charity Commission.
  • Preparing and filing capital gains tax returns.
  • Dealing with inheritance tax 10 year anniversary charges and completing relevant inheritance tax forms.
  • Registering and updating trusts on HMRC’s Trust Registration Service.
  • Assisting with the on-going administration of Ince’s trust company, which acts as professional trustee and executor on a broad range of matters, including complex estates, Will trusts, life interest and discretionary trusts.
  • Liaising with clients, trustees, personal representatives, beneficiaries, HMRC, brokers, lawyers and other relevant parties as required in order to progress and complete matters.
  • Entering data from brokers’ packs, bank statements, HMRC statements and other documents by creating ledgers and then the final trail balances.
  • Working with colleagues in the department to make sure targets are met and the department is working efficiently.

Skills and Experience

  • Previous experience from a relevant trust administration or accountancy role.
  • Significant knowledge and awareness of the UK personal tax system, including income tax, capital gains tax and inheritance tax (knowledge of other taxes would be advantageous).
  • Experience of preparing and filing tax returns and preparing accounts
  • Experience of using tax reporting software and IT systems
  • Committed to maintaining and developing technical skills through on-going training and development.

Person Specification

  • Well presented, professional and articulate with excellent interpersonal skills
  • Excellent attention to detail
  • Excellent time management, organisational and administrative skills
  • Demonstrate the ongoing use of initiative
  • Confident, personable and approachable disposition
  • A proactive approach and the ability to think ahead and forward-plan
  • A proven ability to prioritise and manage a varied workload
  • Ability to communicate professionally and respectfully with all whom you interact
  • Strong communication skills, both verbal and written
  • Ability to work effectively under pressure while maintaining a level-headed and calm approach in all situations
  • Independent, self-motivated, and able to work autonomously as well as part of a team

Benefits

  • Salary is competitive
  • 25 days annual leave including the opportunity to buy and sell holiday
  • Private Health Insurance
  • Life Assurance at 4x Salary
  • Income Protection Cover
  • Optical Care vouchers and many more benefits and discounts

We are an equal opportunities employer and ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, or race.

Appointment is subject to the appropriate basic disclosure/DBS checks, and satisfactory references.

A note to recruitment agencies: we like to recruit utilising internal recruitment team resources initially so this role is only open to direct applicants. If we do need any extra help we will reach out to you and utilise our PSL in the first instance.

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