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 service to our personal tax clients, including trust and HNWIs 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. Draft reports and letters providing tax advice including IHT planning, residence and domicile, UK trusts.
3. Undertake CGT advice on property, shares etc and preparing CGT 60-day reporting for UK residential property.
4. Provide compliance services including preparing self-assessment tax returns and computations.
5. Provide Trust and IHT compliance services.
6. Request, collate and maintain client information.
7. Correspond and deal confidently with client enquires.
8. Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms, in the delivery of an excellent client service.
About you
9. Previous experience in a tax compliance role and drafting reports.
10. ATT or CTA qualified (or equivalent) with up-to-date technical knowledge.
11. Understanding of compliance standards imposed by the various regulatory authorities for tax.
12. Organised and able to plan time efficiently in order to meet deadlines – particularly during the January tax return season .
13. Professional and discreet in demonstrating client care, with the ability to build rapport quickly with clients.