This is an opportunity to make your mark and progress towards director.
Working with this firm you will work towards the growth of the Trust and tax function. Specifically, the role will oversee Trust activity for the firm including technical support and pro-actively looking for work on tax planning opportunities.
The Role:
•Monitor compliance work to ensure delivered within budget constraints
•Work with clients to develop opportunities in relation to further work
•Positively seek out and work on new products and services
•Identify tax, particularly IHT, planning opportunities and convey the
potential rewards and risks to clients and prospects
•Develop new clients, attending new and existing client meetings, building
up good working relationships with clients and colleagues
•Assist with the implementation and roll out of new tax planning services
and products to the firm
•Assist with tax administration, dealing with correspondence with HM
Revenue & Customs and clients
•Provide technical support, guidance, feedback
You will need:
Experience of trust and capital taxes and personal taxes
Strong clients skills