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In Trust our entrepreneur clients know how that it's important to start planning for the future of their business sooner rather than later. We help clients plan their succession, so that someone else can take their business to the next level, whether through a trade sale, management buyout or succession within the business. For many years, we've dealt with complex tax and family issues, including matters regarding succession planning, protecting family wealth, funding school fees, and ensuring tax-efficient sales. Our team provide advice on tax efficient structures to protect our client's family wealth; provide detailed and clear trust accounting information; establish tailored fiduciary and other arrangements to meet clients' long term plans; and provide a full range of fiduciary services ensuring arrangements meet objectives.
A Trust Executive applies critical reasoning to bring clarity and insight. We do it by asking great questions, listening and drawing on our collective knowledge and experience to really help others grow.
Job Description:
Today's global marketplace is constantly changing and evolving, but dynamic businesses are agile, adapting to the environment. As part of the Trust Tax Team you will assist Executives and Assistant Managers in managing a portfolio of trust clients:
you’ll deliver trust administration services to trustees
you’ll be responsible for assisting team members by providing general support to clients in the provision of tax advice
you’ll prepare trustees accounts in conjunction with agreed timescales under the guidance of senior team members
you’ll ensure the efficient and risk managed delivery of compliance
you’ll support Managers on tax planning and other ad-hoc projects
you’ll produce well-supported pieces of technical research
you’ll prepare IHT returns under the supervision of a more senior member of the team
you’ll have an awareness of the firm's risk management procedure.
you’ll be responsible for the preparation of trust accounts
you’ll prepare trustee tax returns and computations in conjunction with agreed timescales, ensuring the efficient and risk managed delivery of compliance.
Who we're looking for:
You'll have a genuine interest in our clients. We want to provide a distinctive service and
unlock potential for growth in dynamic organisations.
You'll know that what you do matters. As an organisation we want to be known for how we
do business, not simply what we do. So, we need people who know that every act matters
from the simple things to the insights we bring to clients.
You'll seize opportunities. We want to adapt quickly and wisely to changing conditions to
optimise growth for both our clients and ourselves.
You'll apply critical reasoning to bring clarity and insight. We do it by asking great questions,
listening and drawing on our collective knowledge and experience to really help others grow.
Education, experience and qualifications:
you'll have a Maths and English GCSE C grade or above
you’ll demonstrate excellent oral and written skills
you’ll be able to identify and propose solutions to complex issues