Tax / Trust Executive - Legado Recruitment : Job Details

Tax / Trust Executive

Legado Recruitment

Job Location : Fishbourne, UK

Posted on : 12/04/2024 - Valid Till : 24/05/2024

Job Description :

Tax and Trust Executive - ChichesterOur ref 108

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.

    Salary : 45000 - 65000

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