Our well-established client has an exciting opportunity in their Private Client Trust Tax team. They are now looking to expand the team due to our continued growth and success. In this role you will be supporting managers and directors with their portfolio of Trusts, and personal tax clients. You will be responsible for trust administration tasks, helping with the preparation of trust accounts and tax returns to ensure all compliance work is completed on time, accurately and efficiently.
The ideal candidate will either have trust experience or be studying/qualified ATT or STEP. Individuals also looking to start a career in tax will be considered if they have the right skills and attitude to learning as training could be provided for the successful candidate.
This is a fantastic opportunity for the successful individual to join a highly regarded and forward-thinking firm with genuine scope for career development.
Duties:
Prepare accounts for a portfolio of trusts using CCH trust accounting software; Prepare trust tax returns using CCH software and accompanying forms R185 for the beneficiary/ies
Prepare inheritance tax returns for relevant property trusts at ten-year anniversaries and on the occasions of proportionate charges
Prepare inheritance tax returns for qualifying interest in possession trusts on the occasions of a charge
Dealing with FATCA and Common Reporting Standard compliance requirements.
Dealing with the Trust Registration Service
Prepare tax returns and repayment claim forms for beneficiaries.
Other trust administration duties such as helping to arrange payments and managing client bank accounts.Skills:
Ideally, but not necessary, be ATT or STEP part qualified or qualified.
Have great listening and problem-solving skills
Be well organised and able to manage multiple activities simultaneously
Have the ability to work to tight deadlines and prioritise under pressure
Have strong accuracy and attention to detail
Be willing to learn and develop your skillsBenefits:
Life assurance at 2 x salary
Income protection insurance (IPI) which is payable after 13 weeks of sick leave @ 75% salary (less an amount for any deemed state benefits as determined by the insurer) pro
After 3 months you will be eligible to choose from a menu of benefits, which currently include:
Pension - in line with current legislation you will be automatically enrolled after 3 months, and you will pay 3% and the firm will pay 5% and your life assurance will increase to 4 x salary
Critical illness cover
Dental insurance
Additional life assurance
Childcare vouchers
Purchase of additional holiday
Retail vouchers
Alongside the scheme there is unlimited access to a discount scheme, offering a wide variety of discounts across a whole range of products and services, including discounted gym membership rates
Free flu jabsIf you would like to find out more, please call Sharon Tanner on (phone number removed) or email me at