Our client is a leading Independent firm of Chartered Accountants in London who are looking for a Trust and Personal Tax Semi Senior to work in their City office.
The role will initially have a heavy trust focus, once appropriate systems and processes have been established, there will be capacity to introduce private client tax work to the role`s portfolio, with a view to it becoming more tax focused over time.
-Dealing with correspondence from clients and the HMRC, via letters, email and phone
-Completion of personal tax and trust returns
-Electronic filing of tax returns
-Checking tax statements of accounts
-Assisting others more complex cases and on ad hoc assignments
-Dealing with new client set up procedures
-Data preparation and data entry
-Assisting with the administration and reporting procedures in the department
-Obtaining authority and signatures for payments
Liaising with finance department, trustees and third party banks
-Formalising requests for trustee consideration and documentation of such requests
-Liaising with external trustees as necessary
-Undertaking research as required
-Dealing with ad hoc queries and communicating with beneficiaries on behalf of the team
-Point of contact for clients in the absence of other team members.
-Responsible for additional regulatory reporting as required (eg: FATCA and CRS).
-Contribute to procedures to improve working standards and client service
-Build and maintain working relationships across all job levels
For further information on this role please contact Will Langdon at Clark Wood
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