Our client are a firm of Chartered Accountants based in Bury St Edmunds who are currently recruiting within their Tax team for a Private Client Trust & Estates Executive.
This is an excellent opportunity to join a well-respected firm and work closely on the firm's trust and estate planning work.
This position is based in the tax department of our office based in Bury St Edmunds. This office centres on agriculture, medical practices, owner managed businesses and private clients.
The role arises from continued expansion arising in the firm's trust and estate planning work.
Duties and Responsibilities
Preparation of self-assessment tax returns and related tax calculations for individuals, partnerships, trusts and estates using the firm's software (CCH), for review by a senior member of staff.
Preparation of Trust & Estate accounts using the firm's software (CCH Trust Accounts), for review by a senior member of staff.
All related correspondence with clients, HM Revenue & Customs and third parties as required. Monitoring and working to related deadlines.
Monitoring deadlines on trusts and estates such as ten yearly charges and beneficial entitlements.
Dealing with the day-to-day administration of trusts and estates.
Completion of inheritance tax returns for trusts and estates, for review by a senior member of staff.
Provide support on planning projects and researching technical issues on tax advisory work.
Drafting clear, concise and accurate advisory letters for review by a senior member of staff.
CTA / ATT / STEP Qualified
Excellent understanding of Trust and Estate Accounts
ACA / ACCA beneficial although not essential