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Senior Tax And Trust Executive
4 months ago
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:
- Prepare trust, estate, and personal tax returns using IRIS software. Manage correspondence and deadlines.
- Compile trust accounts and monitor related deadlines.
- Manage day-to-day client administration.
- Handle inheritance tax returns and provide ad hoc advisory services.
- Assist in training junior staff.
- Undertake other tasks as required.
- 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.