Financial Manager responsible for financial strategy and controlling at IRON Media GmbH. Collaborating closely with management to enhance company growth and drive strategic decisions.
About the role
- Senior Manager overseeing the Trusts team handling estate and trust accounts in a Private Client firm. Leading complex tax advice delivery and ensuring compliance with reporting standards.
Responsibilities
- Monitoring all trusts to ensure the IHT compliance is actioned promptly, being ten yearly charges, exit charges and chargeable lifetime transfers
- Preparation of IHT returns for trusts and lifetime transfers
- Preparation of annual trust accounts for UK and offshore trusts, including charitable trusts
- Reviewing work prepared by more junior team members
- Training, supervising and mentoring junior team members, including annual appraisals
- Ensuring the department workload is accurately scheduled and managed over the course of a compliance season
- Delivering technical trust support and advice to colleagues and Partners
- Working with the Private Client Partners to identify ways to modernise and improve existing practices
- Represent the firm within the existing Sumer group for Trusts expertise
Requirements
- The successful candidate should ideally be CTA qualified and although not essential, STEP qualified and an understanding of Trust accounting would be advantageous.
- Excellent attention to detail
- A proactive attitude
- The ability to work successfully in a team
- The ability to work under pressure where necessary
- Excellent communication skills
- Excellent organisational skills
- The ideal candidate should possess strong experience in the areas shown above.
Benefits
- 25 days holiday on commencement + bank holidays (some of which are flexible)
- Buying and Selling Holiday Scheme
- Life Assurance 4x annual salary
- Income protection
- PHI (Permanent Health Insurance)
- Health Cash Plan
- Enhanced maternity and paternity packages
- Season Ticket Loan (after qualifying period)
- Discounted Gym Membership
- Discounted Tastecard
- Perkbox Membership
- Pension Scheme
- Cycle voucher scheme
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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