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Senior Tax and Trust Executive

Senior Tax and Trust Executive

Chichester

Permanent

Competitive Salary commensurate with experience and ability.

Full Time

Our client has an excellent and exciting opportunity arise for an experienced Senior Tax and Trust Executive to join their firm.

Role Overview

This is a senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns and associated compliance.

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.

Required 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 and will be working at one of their Chichester Offices.

Our client is offering a competitive salary to the successful candidate, commensurate with experience and ability.

Kiwi Recruitment values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010. We encourage and welcome applications from all sections of society. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job.

Candidates must be eligible to live and work in the UK.

For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies we are acting as an Employment Agency, and when advertising temporary/contract vacancies we are acting as an Employment Business

Job Information

Job Reference: 894306
Salary:
Salary From: £40000
Salary To: £60000
Job Industries: Accountancy
Job Locations: Chichester, West Sussex
Job Types: Permanent
Job Skills: STEP, ATT, CTA (part qualified), Trust and Estate Tax

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Senior Tax and Trust Executive