Jobs

Trust Semi-Senior

The Company
My client is an established Top 20 Practice that is looking for a junior tax professional to join the trust team in a compliance based role. The practice takes pride in its supportive structure offering study support and the chance to manage their own portfolio. The role does have scope for growth and is for someone who wishes to pursue a career in tax. You will be joining their modern offices in the heart of London with the nearest station being a 5-minute walk. This is fantastic opportunity to join a forward thinking practice which promotes an inclusive and healthy work/life balance.

The Role
You will be…

  • Assisting with the Management a portfolio of trusts and estate clients to ensure that agreed timetables are being adhered to
  • Maintaining computerised accounting records for UK Trust and Estates
  • Assisting with client and professional correspondence (written and telephone) e.g. HMRC, brokers, banks and lawyers ensuring highest professional standards are met
  • Preparing cheques for charities and trusts
  • Preparing and submitting annual return/update for charities
  • Preparing annual trust and estate accounts
  • Assisting with the computation of taxes for all types of trust and estates including income tax, inheritance tax and capital gains tax
  • Assisting with the Independent Examination of Charities
  • Completing and submitting of income tax and inheritance tax returns
  • In conjunction with the Partner, Director and Managers, prepare and send bills and monitor the settlement thereafter
  • Understanding of the taxation of UK and offshore trusts and UK charities
  • Works independently to manage day-to-day activities and is accountable for work produced
  • Plans tasks effectively and monitors assignment /case budget and timelines, advising manager and client of progress (as appropriate)
  • Managing your own workload to ensure deadlines are met with accuracy

The Candidate
The candidate will be ATT qualified or willing to study with at least a year’s worth of trust experience

What’s in it for you?

  • Salary will be £24,000 – £27,000 (dependant on experience)
  • 22 days’ holiday with the option to purchase additional holiday
  • Life Insurance Scheme
  • Employee Assistance Programme

After 6-month probationary period:

  • entry into Group Income Protection Scheme
  • Pension – 5% non-contributory Group Personal Pension
  • Season ticket loan
  • A non-discretionary bonus, which will pay a set percentage of earnings if the Firm’s minimum turnover target is met