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Senior Tax and Trust Executive

Job Summary

  • Location Chichester, West Sussex
  • Salary Negotiable
  • Contract Type Permanent
  • Sector Office Support & Commercial
  • Date Posted 25 March 2021
  • Ref 4592_1616676503

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Job Description

Senior Tax and Trust Executive

Chichester

Permanent

Offering a competitive salary for the successful candidate

We are recruiting for an excellent and exciting opportunity for a Senior Tax and Trust Executive to join our client based in the centre of Chichester.

Role Overview

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

  • 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.

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)

Hours

Full time 9am to 5.15pm Monday to Friday and will be at the office in Chichester.

Salary

This will be told once applied and successful for an interview based on existing experience, knowledge and skills.

If you would like to be considered for the role and hear more details please contact Sophie at FPR Group's Chichester office.

FPR Group is acting as a Recruitment Agency in relation to this vacancy.

Job Location

Note: this is the location of the town or city the job is in and not the exact location of the employer.

Your Key Contact

Sophie Carey

Sophie Carey

Having completed a degree in Events Management at Bournemouth University I joined FPR Group in May 2018 as an Events Coordinator and helped coordinate the prestigious events we run in and around West

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