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Trust and estates executive

Bury
Permanent
Hays
Posted: 23h ago
Offer description

A leading professional services firm is looking for a Trust & Estates Executive to join their established Private Client Tax team. This is an excellent opportunity to build your career within a highly respected organisation that brings together accountants, tax advisers, solicitors, financial planners and investment managers under one roof. The culture is friendly, professional, and built on traditional values, with a strong emphasis on respect and collaboration. You'll be part of a specialist Trusts & Estates team that supports families, trustees and executors with complex compliance, tax matters and advisory work. The role offers genuine variety, autonomy and the chance to develop deep technical expertise while working alongside experienced professionals. The Role You will take ownership of a broad portfolio of Trust and Estate work, including: Reviewing standard Trust & Estate and personal tax returns, including tax calculations. Preparing complex Trust & Estate tax returns and personal tax returns using CCH software, and managing related correspondence with clients, HMRC and third parties. Reviewing standard Trust & Estate accounts and preparing more complex accounts using CCH Trust Accounts. Monitoring key deadlines such as annual compliance, ten‑yearly charges and beneficial entitlements. Completing Inheritance Tax returns for Trusts and Estates. Supporting ad‑hoc advisory work, including trust distributions....

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