Tax and Trust Executive
other jobs Legado Recruitment
Added before 10 Days
- England,South East,West Sussex,Chichester
- full-time
- £45,000 - £65,000 per annum, negotiable
Job Description:
Tax and Trust Executive - Chichester
Our ref 108-1
A senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns and associated compliance. This is working for our established / successful client based in Chichester.
The role will include client contact and may extend beyond the main responsibilities listed below.
Main detailed responsibilities
* Trust and Estate tax returns and personal tax returns, including related tax calculations using the firm’s software (IRIS).
* All related correspondence with clients, HM Revenue & Customs and third parties as required.
* Monitoring and working to related deadlines.
* Preparing Trust accounts.
* Monitoring deadlines on Trusts and Estates such as ten yearly charges and beneficial entitlements.
* Dealing with the day-to-day administration on clients.
* Inheritance Tax returns for Trusts and Estates.
* Ad hoc advisory work, such as advising on Trust distributions.
* Assisting in the training and mentoring of junior members of staff.
* To carry out other tasks as and when required by the LLP.
Qualifications, skills and experience
* A suitable professional qualification - e.g. STEP, ATT, CTA (part qualified)
* Significant experience (2 years+) of working in a private client or trust department in a client facing role
* Ability to work accurately, prioritise work and adhere to critical deadlines
* Excellent interpersonal skills with the ability to communicate at all levels
* Proactive and ambitious, with a willingness to challenge in the best interest of the client
* IT literate, with experience of using case management and tax software (ideally IRIS)
The role is full time 9am to 5.15pm Monday to Friday working in the office.
Our ref 108-1
A senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns and associated compliance. This is working for our established / successful client based in Chichester.
The role will include client contact and may extend beyond the main responsibilities listed below.
Main detailed responsibilities
* Trust and Estate tax returns and personal tax returns, including related tax calculations using the firm’s software (IRIS).
* All related correspondence with clients, HM Revenue & Customs and third parties as required.
* Monitoring and working to related deadlines.
* Preparing Trust accounts.
* Monitoring deadlines on Trusts and Estates such as ten yearly charges and beneficial entitlements.
* Dealing with the day-to-day administration on clients.
* Inheritance Tax returns for Trusts and Estates.
* Ad hoc advisory work, such as advising on Trust distributions.
* Assisting in the training and mentoring of junior members of staff.
* To carry out other tasks as and when required by the LLP.
Qualifications, skills and experience
* A suitable professional qualification - e.g. STEP, ATT, CTA (part qualified)
* Significant experience (2 years+) of working in a private client or trust department in a client facing role
* Ability to work accurately, prioritise work and adhere to critical deadlines
* Excellent interpersonal skills with the ability to communicate at all levels
* Proactive and ambitious, with a willingness to challenge in the best interest of the client
* IT literate, with experience of using case management and tax software (ideally IRIS)
The role is full time 9am to 5.15pm Monday to Friday working in the office.
Job number 1455122