Senior Tax and Trusts Executive

Job Description

Senior Tax and Trust Executive

Chichester

Competitive salary depending on experience and qualifications.

A respectable law firm are seeking an ambitious and motivated Senior Executive to join the Private Client team, specifically to work on Tax, Trusts and Estates matters in their Chichester office.

Successful applicants will have strong experience within accountancy or…

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Senior Tax and Trust Executive

Chichester

Competitive salary depending on experience and qualifications.

A respectable law firm are seeking an ambitious and motivated Senior Executive to join the Private Client team, specifically to work on Tax, Trusts and Estates matters in their Chichester office.

Successful applicants will have strong experience within accountancy or Tax and Trusts matters across the board and confident in working with Trustees, Stockbrokers and Investment Managers as well as wealthy private clients.

Duties will include:

  • Dealing with the day-to-day administration on clients.
  • Inheritance Tax returns for Trusts and Estates.
  • Preparing Trust accounts.
  • Ad hoc advisory work, such as advising on Trust distributions.
  • To carry out other tasks as and when required by the LLP.
  • Trust and Estate tax returns and personal tax returns, including related tax calculations using the firm’s software (IRIS).
  • Correspondence with clients, HM Revenue & Customs and third parties as required. Monitoring deadlines on Trusts and Estates such as ten yearly charges and beneficial entitlements.

Desired Skills:

  • A suitable professional qualification – e.g. STEP, ATT, CTA (part qualified)
  • 2 years+ experience working in a private client or trust department in a client facing role
  • Ability to work accurately, prioritise work and adhere to critical deadlines
  • Excellent interpersonal skills with the ability to communicate at all levels
  • Proactive and ambitious, with a willingness to challenge in the best interest of the client
  • IT literate, with experience of using case management and tax software (ideally IRIS)

Job Description

Senior Tax and Trust Executive

Chichester

Competitive salary depending on experience and qualifications.

A respectable law firm are seeking an ambitious and motivated Senior Executive to join the Private Client team, specifically to work on Tax, Trusts and Estates matters in their Chichester office.

Successful applicants will have strong experience within accountancy or Tax and Trusts matters across the board and confident in working with Trustees, Stockbrokers and Investment Managers as well as wealthy private clients.

Duties will include:

  • Dealing with the day-to-day administration on clients.
  • Inheritance Tax returns for Trusts and Estates.
  • Preparing Trust accounts.
  • Ad hoc advisory work, such as advising on Trust distributions.
  • To carry out other tasks as and when required by the LLP.
  • Trust and Estate tax returns and personal tax returns, including related tax calculations using the firm’s software (IRIS).
  • Correspondence with clients, HM Revenue & Customs and third parties as required. Monitoring deadlines on Trusts and Estates such as ten yearly charges and beneficial entitlements.

Desired Skills:

  • A suitable professional qualification – e.g. STEP, ATT, CTA (part qualified)
  • 2 years+ experience working in a private client or trust department in a client facing role
  • Ability to work accurately, prioritise work and adhere to critical deadlines
  • Excellent interpersonal skills with the ability to communicate at all levels
  • Proactive and ambitious, with a willingness to challenge in the best interest of the client
  • IT literate, with experience of using case management and tax software (ideally IRIS)

Job Summary

Location: Chichester
Salary: £30000 - £50000 Per Annum
Contract Type: Permanent
Sector: Law
Division: Solicitor / Legal Executive
Date: 9th January 2021

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Olivia Elkin

Olivia Elkin

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Email: Click here
Phone: 023 9232 1991

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Job Summary

Location: Chichester
Salary: £30000 - £50000 Per Annum
Contract Type: Permanent
Sector: Law
Division: Solicitor / Legal Executive
9th January 2021

Apply now

Share this job: