In a nutshell
Are you a tax professional looking to accelerate your career in a firm that supports your development?
Joining our Trust tax team, you’ll help to provide a first-class tax compliance and advisory service to our personal tax clients, including trusts and HNW clients.
What you'll be doing day to day
1. Look after a portfolio of trust cases, as well as high net worth individuals
2. Drafting reports and letters providing tax advice including IHT, CGT and income planning
3. Liaising with Trustees, Beneficiaries and other intermediaries to provide a first-class service to our clients
4. Meeting with clients to ascertain and advise on their tax planning needs
5. Providing and managing compliance services including preparing self-assessment tax returns, computations and associated forms.
6. Reviewing the work of more junior staff and contributing to their professional learning and development
7. Maintain and update the Trust Register and HMRC’s Trust Registration Service
8. Identify and implement tax planning opportunities for our clients such as the use of Trusts in Estate planning
9. Actively seeking opportunities to promote other departments within in the firm, and in particular the services of our financial planning colleagues
10. Request, collate and maintain client information
11. Correspond and deal confidently with client enquires
12. Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms
13. Ensuring your technical knowledge remains up to date by making full use of our excellent training facilities
About you
14. Previous experience in a similar role
15. ATT or CTA qualified (or equivalent) with up-to-date technical knowledge
16. Understanding of compliance standards imposed by the various regulatory authorities for tax
17. Organised and able to plan time efficiently in order to meet deadlines – particularly during the January tax return season
18. Professional and discreet in demonstrating client care, with the ability to build rapport quickly with clients
19. The ability to prepare trust accounts is desirable