Job Description
Role purpose
We are looking for someone to become a key member of our Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts.
Key responsibilities
* Responsible for an interesting and varied portfolio of UK resident and charitable trusts, including ensuring key deadlines for annual accounts and tax compliance are met
* Reviewing work prepared by members of the team, input into their training and mentoring
* Assisting with advisory work and ad-hoc matters, including high level taxation and general advice regarding Inheritance Tax
* Liaising with tax, accounts and financial planning teams, as appropriate, to ensure a joined-up approach
* Monitoring budgets, own chargeability and raising fee notes
* Experience of charitable trusts, probate work and estate accounts advantageous but not essential, with an opportunity for development in those areas!
Equipment used
* A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous. The firm uses CCH Practice Management System.
Qualifications/education Required
* CTA and/or STEP qualified – or a desire to work toward a STEP qualification
Particular Aptitudes / Skills Required