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 skills
Benefits:
- 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 jabs
If you would like to find out more, please call Sharon Tanner on or email me at