Trust Assistant

3 weeks ago


London, Greater London, United Kingdom Evelyn Partners Full time
Job Description

Purpose of Role

This role will provide tax compliance and advisory services for a wide range of business clients. The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients.

A key part of the role requires the individual to actively seek, and keep the Partner informed about any new business opportunities arising at existing and new clients. Key Responsibilities Client work
You will also aid Directors/Partners in both client work and in the management of the group.You will be involved in special assignments and advisory projects on an ad hoc basicManage portfolio of complex cases, both advisory and complianceGive exceptional client service and be responsible for maintaining regular contact with client team.Ensuring procedures are followed taking account of institute and HMRC guidance, where relevantEnsuring department KPIs are met around billing and recovery targets Personal Development (Technical & Other) Awareness/interest in what other parts of the firm can do, to encourage cross-referrals Practice Development
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