Senior Tax And Trust Executive
Chichester | Permanent | £27,000 - £35,000/year | www.cv-library.co.uk |
Brook Street Recruitment are looking for a Senior Tax and Trust Executive.
Senior role combining trust administration, accounting, and extensive tax duties, including tax return preparation and compliance. Client interaction expected. Responsibilities:
1. Prepare trust, estate, and personal tax returns using IRIS software. Manage correspondence and deadlines.
2. Compile trust accounts and monitor related deadlines.
3. Manage day-to-day client administration.
4. Handle inheritance tax returns and provide ad hoc advisory services.
5. Assist in training junior staff.
6. Undertake other tasks as required.
Requirements:
• Professional qualification (e.g., STEP, ATT, CTA part-qualified).
• 2+ years' experience in a client-facing role in private client or trust department.
• Strong organisational and interpersonal skills.
• Proactive mindset.
• IT proficiency, preferably with IRIS.
Full-time, Monday to Friday, 9 am to 5:15 pm, at one of our Chichester offices. Competitive salary based on experience.
For more information on this role, please contact the Southampton team
Senior role combining trust administration, accounting, and extensive tax duties, including tax return preparation and compliance. Client interaction expected. Responsibilities:
1. Prepare trust, estate, and personal tax returns using IRIS software. Manage correspondence and deadlines.
2. Compile trust accounts and monitor related deadlines.
3. Manage day-to-day client administration.
4. Handle inheritance tax returns and provide ad hoc advisory services.
5. Assist in training junior staff.
6. Undertake other tasks as required.
Requirements:
• Professional qualification (e.g., STEP, ATT, CTA part-qualified).
• 2+ years' experience in a client-facing role in private client or trust department.
• Strong organisational and interpersonal skills.
• Proactive mindset.
• IT proficiency, preferably with IRIS.
Full-time, Monday to Friday, 9 am to 5:15 pm, at one of our Chichester offices. Competitive salary based on experience.
For more information on this role, please contact the Southampton team
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