Hybrid London City Based Leading Mid Tier Practice Study Support Progression Juniors to Seniors Apply!
You will be a member of an established team. Primarily you will be responsible for the accounting, tax and administration of a portfolio of clients. You will need to be familiar with tax and accounting issues of trusts, estates and charities to ensure compliance. You will also need to be client facing, show willingness to work as part of a team and be able to meet deadlines.
You will be ambitious to develop your technical skills and foster good relationships with clients.
Manage a portfolio of trusts and estate clients to ensure that agreed timetables are being adhered to
Maintain accounting records for UK Trust and Estates
Responsible for all client and professional correspondence (written and telephone) e.g. HMRC, brokers, banks and lawyers ensuring highest professional standards are met
Prepare management accounts for clients when required
Prepare annual trust and estate accounts
Computation of taxes for all types of trust and estates including income tax, inheritance tax and capital gains tax
Completion and submission of income tax and inheritance tax returns
Review accounts and tax returns prepared by junior staff and advise on areas for improvement and problems encountered
Assist members of the team with advisory projects, including in the wider private client team
Delegate effectively to junior staff minimising the chargeable hours spent on routine return preparation without sacrificing standards
Attend client meetings and prepare documentation before and after, including minutes of meetings
Essential Job Functions
Good understanding of the taxation and other compliance requirements for UK and offshore trusts and UK charities
Works independently to manage day-to-day activities and is accountable for work produced
Plans tasks effectively and monitors assignment /case budget and timelines, advising manager and client of progress (as appropriate)
Managing own workload to ensure deadlines are met with accuracy