Skip to main content

This job has expired

You will need to login before you can apply for a job.

Senior Trust and Tax Executive

Nelson Scott LLP
Chichester, United Kingdom
£50k - £75k
Closing date
May 10, 2024

View more

Job Function
Industry Sector
Finance - General
Employment Type
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.

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

Main detailed responsibilities

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.

Required 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)

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert