Company

Legado RecruitmentSee more

addressAddressWest Sussex, England
type Form of workFull Time
salary Salary45000.00 - 70000.00 Annual
CategoryLegal

Job description

Tax Executive (and Trusts) – ChichesterOur ref 108

A senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns and associated compliance. This is working for our established / successful client based in Chichester.

The role will include client contact and may extend beyond the main responsibilities listed below.

Main detailed responsibilities

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

Qualifications, skills and experience

  • 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)

The role is full time 9am to 5.15pm Monday to Friday working in the office.

Refer code: 3279608. Legado Recruitment - The previous day - 2024-05-05 09:03

Legado Recruitment

West Sussex, England

Share jobs with friends

Related jobs

Tax Executive (And Trusts)

Tax Executive

Douglas Scott Legal Recruitment

Salary negotiable based on experience

Chichester, West Sussex

yesterday - seen

Tax Executive

Elite-Hr

Chichester, West Sussex

4 weeks ago - seen

Tax Executive

Interlink Talent Solutions

West Sussex, England

a month ago - seen

Tax Executive

Executive Network Legal Ltd

West Sussex, England

a month ago - seen

Senior Tax and Trusts Executive

Harvey John

West Sussex, England

a month ago - seen

Senior Tax and Trust Executive - Chichester

Reed

Competitive

West Sussex, England

2 months ago - seen

Senior Tax and Trusts Executive

Taylor Hawkes Ltd

Salary negotiable

West Sussex, England

2 months ago - seen

Senior Tax and Trust Executive

Kiwi Recruitment

Competitive

West Sussex, England

2 months ago - seen

Senior Tax and Trust Executive

Kiwi Recruitment

Salary negotiable

West Sussex, England

2 months ago - seen

Tax Executive - Legal Practice

Taylor Hawkes Ltd

£35,000 - £60,000 per annum

West Sussex, England

6 months ago - seen