Salary - £55,000 - £65,000Location - CheltenhamHybrid Structure - 2 Days in office each weekRole Description:This role involves working with private clients and various partners within the Tax, Trusts & Succession group, perfect for those aiming to advance their careers in a well-recognized, collaborative team.Team Interaction:Collaborate with teams from Private Property, Tax, Trusts, and Succession across the UK and internationally. We pride ourselves on delivering personalized services and building lasting client relationships.Key Responsibilities:
* Oversee and manage your own client portfolios.
* Address and resolve tax planning and succession issues.
* Manage relationships with grant-making and applicant charities.
* Prepare and submit trust accounts and tax returns, including inheritance tax returns.
* Calculate trustees liabilities for IHT, CGT, and Income Tax.
* Attend and document trustees meetings.
* Handle payments and distributions from trusts.
* Conduct investment reviews and monitor portfolio performance.
* Interpret and review trust deeds with team input.
* Keep managers and partners informed on progress and assist with billing.
* Manage a substantial and varied workload efficiently.
* Supervise and guide junior team members.
* Comply with all relevant regulatory obligations, including SRA Standards and Regulations.
Ideal Candidate Profile:
* Strong Accounts experience.
* STEP qualification is an advantage but not required.
* Proficient in computerized accounts and tax software.
* Strong team collaboration and mentoring skills.
* Good judgment and understanding of clients needs.
* Effective time management and problem-solving abilities.
* Self-motivated and proactive.
* Excellent at building rapport with clients.
* Proficient in IT, including MS Office.
* An interest in Trusts or learning about Trusts.
Core Competencies:
* Collaboration
* Integrity and respect
* Inclusivity
* High standards
* Commercial acumen
* Client-centric approach
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