Graduate Tax Assistant

1 week ago

Newbury, United Kingdom Focus Resourcing Full time
  • Full study support for ATT or STEP or part qualified candidates will be considered

We are seeking enthusiastic graduate seeking a career in our clients Private Client Trusts Tax Team. You will be supporting the managers and directors with their portfolio of Trusts, and personal tax clients, in carrying out trust administration duties, helping with the preparation of trust accounts and tax returns to ensure all compliance work is completed on time, accurately and efficiently.

The ideal candidate will either have trust experience or be studying/qualified ATT or STEP. Individuals also looking to start a career in tax will be considered if they have the right skills and attitude to learning as training could be provided for the successful candidate.This is a fantastic opportunity for the successful individual to join a highly regarded and forward-thinking firm with genuine scope for career development.

Duties:

  • Prepare accounts for a portfolio of trusts using CCH trust accounting software; Prepare trust tax returns using CCH software and accompanying forms R185 for the beneficiary/ies
  • Prepare inheritance tax returns for relevant property trusts at ten-year anniversaries and on the occasions of proportionate charges
  • Prepare inheritance tax returns for qualifying interest in possession trusts on the occasions of a charge;
  • Dealing with FATCA and Common Reporting Standard compliance requirements.
  • Dealing with the Trust Registration Service
  • Prepare tax returns and repayment claim forms for beneficiaries
  • Other trust administration duties such as helping to arrange payments and managing client bank accounts.

Skills:

  • Ideally, but not necessary, be ATT or STEP part qualified or qualified.
  • Have great listening and problem-solving skills
  • Be well organised and able to manage multiple activities simultaneously
  • Have the ability to work to tight deadlines and prioritise under pressure
  • Have strong accuracy and attention to detail
  • Be willing to learn and develop your skills

You will experience a combination of on-the-job learning and structured training and discover a culture that thrives on fresh thinking focusing on helping our clients to succeed. Our clients wants everyone to reach their potential.

Benefits:

  • Life assurance at 2 x salary
  • Income protection insurance (IPI) which is payable after 13 weeks of sick leave @ 75% salary (less an amount for any deemed state benefits as determined by the insurer) pro
  • After 3 months you will be eligible to chose from a menu of benefits, which currently include:
  • Pension - in line with current legislation you will be automatically enrolled after 3 months and you will pay 3% and the firm will pay 5% and your life assurance will increase to 4 x salary
  • Critical illness cover
  • Dental insurance
  • Additional life assurance
  • Childcare vouchers
  • Purchase of additional holiday
  • Retail vouchers
  • Alongside the scheme there is unlimited access to a discount scheme, offering a wide variety of discounts across a whole range of products and services, including discounted gym membership rates
  • Free flu jabs

Apply or call Sharon Tanner on for more information.

  • Tax Assistant Graduate

    1 week ago

    Newbury, West Berkshire, United Kingdom Focus Resourcing Group Full time

    Job OpportunityWe are seeking a highly motivated and enthusiastic graduate to join our clients Private Client Trusts Tax Team at Focus Resourcing Group.Key Responsibilities:Support the managers and directors with their portfolio of Trusts, and personal tax clients, in carrying out trust administration duties.Assist with the preparation of trust accounts and...

  • Tax Assistant Graduate

    1 week ago

    Newbury, West Berkshire, United Kingdom Focus Resourcing Group Full time

    Job OpportunityWe are seeking a highly motivated and enthusiastic graduate to join our clients Private Client Trusts Tax Team at Focus Resourcing Group.Key Responsibilities:Support the managers and directors with their portfolio of Trusts, and personal tax clients, in carrying out trust administration duties.Assist with the preparation of trust accounts and...

  • Tax Assistant

    1 week ago

    Newbury, United Kingdom Focus Resourcing Group Full time

    About the Role:We are seeking a highly motivated and organized Graduate Tax Assistant to join our Private Client Trusts Tax Team. As a Graduate Tax Assistant, you will play a key role in supporting the managers and directors with trust administration duties, including preparing trust accounts and tax returns.Key Responsibilities:Prepare accounts for a...

  • Tax Assistant

    1 week ago

    Newbury, United Kingdom Focus Resourcing Group Full time

    About the Role:We are seeking a highly motivated and organized Graduate Tax Assistant to join our Private Client Trusts Tax Team. As a Graduate Tax Assistant, you will play a key role in supporting the managers and directors with trust administration duties, including preparing trust accounts and tax returns.Key Responsibilities:Prepare accounts for a...

  • Graduate Tax Assistant

    1 week ago

    Newbury, United Kingdom Focus Resourcing Full time

    Full study support for ATT or STEP or part qualified candidates will be consideredWe are seeking enthusiastic graduate seeking a career in our clients Private Client Trusts Tax Team. You will be supporting the managers and directors with their portfolio of Trusts, and personal tax clients, in carrying out trust administration duties, helping with the...

  • Tax Assistant

    6 days ago

    Newbury, West Berkshire, United Kingdom Focus Resourcing Full time

    About the RoleWe are seeking a highly motivated and organized Graduate Tax Assistant to join our Private Client Trusts Tax Team at Focus Resourcing. As a key member of our team, you will be responsible for supporting the managers and directors with their portfolio of Trusts, and personal tax clients, in carrying out trust administration duties.Key...

  • Tax Assistant

    6 days ago

    Newbury, West Berkshire, United Kingdom Focus Resourcing Full time

    About the RoleWe are seeking a highly motivated and organized Graduate Tax Assistant to join our Private Client Trusts Tax Team at Focus Resourcing. As a key member of our team, you will be responsible for supporting the managers and directors with their portfolio of Trusts, and personal tax clients, in carrying out trust administration duties.Key...

  • Trusts and Tax Administrator

    2 days ago

    Newbury, West Berkshire, United Kingdom Focus Resourcing Group Full time

    Job OpportunityWe are seeking a highly motivated and organized individual to join our Private Client Trusts Tax Team at Focus Resourcing Group.Key Responsibilities:Support the managers and directors with trust administration duties, including the preparation of trust accounts and tax returns.Assist with the management of trust portfolios and personal tax...

  • Trusts and Tax Administrator

    15 minutes ago

    Newbury, West Berkshire, United Kingdom Focus Resourcing Group Full time

    Job OpportunityWe are seeking a highly motivated and organized individual to join our Private Client Trusts Tax Team at Focus Resourcing Group.Key Responsibilities:Support the managers and directors with trust administration duties, including the preparation of trust accounts and tax returns.Assist with the management of trust portfolios and personal tax...

  • Tax Assistant

    1 week ago

    Newbury, United Kingdom Focus Resourcing Full time

    About the RoleWe are seeking a highly motivated and organized Tax Assistant to join our Private Client Trusts Tax Team. As a Tax Assistant, you will play a crucial role in supporting the managers and directors with their portfolio of Trusts and personal tax clients.Key ResponsibilitiesPrepare accounts for a portfolio of trusts using CCH trust accounting...

  • Tax Assistant

    1 week ago

    Newbury, United Kingdom Focus Resourcing Full time

    About the RoleWe are seeking a highly motivated and organized Tax Assistant to join our Private Client Trusts Tax Team. As a Tax Assistant, you will play a crucial role in supporting the managers and directors with their portfolio of Trusts and personal tax clients.Key ResponsibilitiesPrepare accounts for a portfolio of trusts using CCH trust accounting...

  • Tax Assistant

    1 week ago

    Newbury, United Kingdom Focus Resourcing Full time

    About the RoleWe are seeking a highly motivated and organized Tax Assistant to join our Private Client Trusts Tax Team. As a Tax Assistant, you will play a crucial role in supporting the managers and directors with their portfolio of Trusts and personal tax clients.Key ResponsibilitiesPrepare accounts for a portfolio of trusts using CCH trust accounting...

  • Tax Assistant

    1 week ago

    Newbury, United Kingdom Focus Resourcing Full time

    About the RoleWe are seeking a highly motivated and organized Tax Assistant to join our Private Client Trusts Tax Team. As a Tax Assistant, you will play a crucial role in supporting the managers and directors with their portfolio of Trusts and personal tax clients.Key ResponsibilitiesPrepare accounts for a portfolio of trusts using CCH trust accounting...

  • Graduate Teaching Assistant

    3 months ago

    Newbury, United Kingdom Academics Ltd Full time

    Are you passionate about demonstrating the value of education to vulnerable children? Academics Ltd are working with outstanding schools in and around the Newbury area who are looking to appoint passionate, enthusiastic and hardworking Graduate Teaching Assistant's. This Graduate Teaching Assistant role will give you extensive experience within the...

  • Graduate Teaching Assistant

    2 weeks ago

    Newbury, United Kingdom Academics Full time

    Are you passionate about demonstrating the value of education to vulnerable children? Academics Ltd are working with outstanding schools in and around the Newbury area who are looking to appoint passionate, enthusiastic and hardworking Graduate Teaching Assistant's. This Graduate Teaching Assistant role will give you extensive experience within the...

  • Graduate Teaching Assistant

    3 months ago

    Newbury, United Kingdom Academics Full time

    Are you passionate about demonstrating the value of education to vulnerable children? Academics Ltd are working with outstanding schools in and around the Newbury area who are looking to appoint passionate, enthusiastic and hardworking Graduate Teaching Assistant's. This Graduate Teaching Assistant role will give you extensive experience within the...

  • Tax Senior or Assistant Manager

    7 days ago

    Newbury, West Berkshire, United Kingdom Clark Wood Full time

    Clark Wood is seeking an experienced Tax Senior or Assistant Manager to join their team in Newbury, Berkshire. The ideal candidate will have a strong background in tax advisory services and a proven track record of business development.The main purpose of the role is to lead and develop the firm's tax offering in Berkshire, while maintaining a significant...

  • Tax Senior or Assistant Manager

    7 days ago

    Newbury, West Berkshire, United Kingdom Clark Wood Full time

    Clark Wood is seeking an experienced Tax Senior or Assistant Manager to join their team in Newbury, Berkshire. The ideal candidate will have a strong background in tax advisory services and a proven track record of business development.The main purpose of the role is to lead and develop the firm's tax offering in Berkshire, while maintaining a significant...

  • Graduate - SEN Teaching Assistant

    3 weeks ago

    Newbury, United Kingdom Academics Ltd Full time

    Graduate - SEN Teaching Assistant Are you a recent Graduate in Newbury looking to further your experience with mental health? Are you passionate about making a meaningful impact on the lives of children with special educational needs (SEN)? Are you eager to work in a rewarding and friendly environment where no two days are the same? Then look no...

  • Graduate - SEN Teaching Assistant

    3 weeks ago

    Newbury, United Kingdom Academics Ltd Full time

    Graduate - SEN Teaching AssistantAre you a recent Graduate in Newbury looking to further your experience with mental health? Are you passionate about making a meaningful impact on the lives of children with special educational needs (SEN)? Are you eager to work in a rewarding and friendly environment where no two days are the same?Then look no further!A...