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Date Added: Fri 12/04/2024

Senior Tax And Trusts Executive

Chichester, UK
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Company: TAYLOR HAWKES LTD

Job Type: Permanent, FullTime

Salary: Salary negotiable

Overview

Taylor Hawkes are working with highly reputable and well-established firm Chichester who are looking for a Senior Tax and Trusts Executive. Offering a competitive salary and a stunning workspace, this is a fantastic opportunity for the right candidate to take their career to the next level.

  • Location

Chichester

  • Full Time/Part Time

Full Time

About the role

This is a senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns and associated compliance.

Responsibilities will include:

  • Trust and Estate tax returns and personal tax returns, including related tax calculations using the firm's software (IRIS). All related correspondence with clients, HM Revenue & Customs and third parties as required. Monitoring and working to related deadlines.
  • Preparing Trust accounts.
  • Monitoring deadlines on Trusts and Estates such as ten yearly charges and beneficial entitlements.
  • Dealing with the day-to-day administration on clients.
  • Inheritance Tax returns for Trusts and Estates.
  • Ad hoc advisory work, such as advising on Trust distributions.
  • Assisting in the training and mentoring of junior members of staff.
  • To carry out other tasks as and when required by the LLP.
The ideal person
  • A suitable professional qualification - e.g. STEP, ATT, CTA (part qualified)
  • Significant experience (2 years+) of working in a private client or trust department in a client facing role.
  • Ability to work accurately, prioritise work and adhere to critical deadlines.
  • Excellent interpersonal skills with the ability to communicate at all levels.
  • Proactive and ambitious, with a willingness to challenge in the best interest of the client.
  • IT literate, with experience of using case management and tax software (ideally IRIS)

Benefits

  • Stunning offices
  • Our client are offering a competitive salary to the successful candidate, commensurate with experience and ability.
  • Parking reimbursement
  • 25 days annual leave, plus bank holidays and birthdays off work.
  • Standard pension scheme
Apply Now