Senior Tax And Trusts Executive

Taylor Hawkes are working with highly reputable and well-established firm Chichester who are looking for a Senior Tax and Trusts Executive. Offering a competitive salary and a stunning workspace, this is a fantastic opportunity for the right candidate to take their career to the next level.

• Location

Chichester

• Full Time/Part Time

Full Time

This is a senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns and associated compliance.

Responsibilities will include:

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

• A suitable professional qualification - e.g. STEP, ATT, CTA (part qualified)
• Significant experience (2 years+) of 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)

Benefits

• Stunning offices
• Our client are offering a competitive salary to the successful candidate, commensurate with experience and ability.
• Parking reimbursement
• 25 days annual leave, plus bank holidays and birthdays off work.
• Standard pension scheme