The Role
:
As a Private Client Executive, you'll play a pivotal role in trust administration, accounting, and extensive tax related work, including returns and compliance.
Responsibilities:
1. Managing trust and estate tax returns, correspondence, and deadlines.
2. Preparing Trust accounts and monitoring related deadlines.
3. Handling day-to-day client administration and Inheritance tax returns.
4. Providing ad hoc advisory services and mentoring junior staff.
Requirements:
5. Previously worked as a Tax & Trust Executive or in a similar role.
6. Possess 2+ years' experience in private client or trust roles.
7. Hold qualifications such as STEP, ATT, CTA (part qualified).
8. Strong organisational skills and ability to meet deadlines.
9. Excellent communication and proactive approach.
10. Skilled in IT, ideally in IRIS software.