£45,000 - £52,000
This is a brilliant opportunity to join a leading firm and join a busy Private Client Tax team. Reporting to the Partner, your role will be to provide trust tax advisory and compliance services to ensure that clients are compliant with the current UK taxation requirements and to provide advice and tax planning as required.
ATT or CTA qualification would be expected together with an interest to pursue the STEP qualification.
The current portfolio of clients consists predominantly of UK estates and both interest in possession and discretionary trusts where both compliance and advice to families and executors/trustees is necessary.
The role involves planning, monitoring deadlines and liaising with regulatory authorities. The key focus is on providing excellent client care as well as implementing business development initiatives. Therefore, to be successful in this role you must be comfortable initiating and developing business opportunities and able to build strong relationships with your clients.
Duties & Responsibilities:
Improving the systems for trust tax compliance
Control of the trust and estate tax area of the department
Dealing with all correspondence and advice on client trust tax matters
Assisting managers and partners with their client needs.
Assisting Taxation Partner with more complex enquiries and planning
Involvement in any enquiry matters.
Maintaining regular communication with all clients and related 3rd parties
Training and developing tax trainees for an assistant role
Being a part of the firm's private client tax team and assisting with technical back-up
Attending and presenting at trustees' meetings with responsibility for review of trust accounts to the appropriate Partner for sign-off.
Review and delivery of tax returns.
ATT / CTA Qualified
STEP Qualification is highly desirable but not essential