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Senior Executive

4 months ago

England, United Kingdom Reed Full time
Senior Tax and Trust Executive

Job Type: Full-time
Are you a Senior Tax & Trust Executive? An exciting opportunity has arisen for a Senior Tax and Trust Executive to join our team. This senior role encompasses extensive trust administration and accounting, as well as comprehensive tax work, including the preparation of tax returns and associated compliance. Preparing and submitting Trust and Estate tax returns, personal tax returns, and related tax calculations using IRIS software.
Monitoring and adhering to tax-related deadlines.
Preparing Trust accounts and monitoring deadlines for Trusts and Estates, such as ten-yearly charges and beneficial entitlements.
Completing Inheritance Tax returns for Trusts and Estates.
Providing ad hoc advisory work, including advising on Trust distributions.
Assisting in the training and mentoring of junior staff members.
Over 2 years of significant experience in a private client or trust department in a client-facing role.
IT literate with experience in case management and tax software, ideally IRIS.
Competitive salary.
Professional development and mentoring opportunities.
To apply for the Senior Tax and Trust Executive position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
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