This is an excellent role for a trust assistant looking to continue to develop your skills and experience within an extremely supportive environment. Working as part of a trust team within this family office, the emphasis is on the provision of a great service to family members not on filling in timesheets and feeling pressured to work as quickly as possible.
You will be responsible for a portfolio of trusts with duties including:
the preparation of trust accounts
the preparation of tax returns, the calculation of IHT exit charges, 10 year charges and the completion and submission of HMRC forms
general administration including calculating income, distributions and cash management
corresponding with clients, stockbrokers, HMRC etc
You will receive extensive training both in-house and from external suppliers. You will be fully supported to undertake professional exams including STEP.
This is a wonderful environment in which to work. The team is friendly and very supportive and looking forward to welcoming a new colleague. There is an emphasis on work/life balance and a well established hybrid working pattern.
For more information please call Cathy on 020 3303 0020 or email cathy@buckley-consulting.co.uk