Tax and Trust Executive

2 weeks ago


Chichester, United Kingdom Legado Recruitment Full time

Tax and Trust Executive - ChichesterOur ref 108-1

A senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns and associated compliance. This is working for our established / successful client based in Chichester.

The role will include client contact and may extend beyond the main responsibilities listed below.

Main detailed responsibilities

  1. Trust and Estate tax returns and personal tax returns, including related tax calculations using the firm’s software (IRIS).
  2. All related correspondence with clients, HM Revenue & Customs and third parties as required.
  3. Monitoring and working to related deadlines.
  4. Preparing Trust accounts.
  5. Monitoring deadlines on Trusts and Estates such as ten yearly charges and beneficial entitlements.
  6. Dealing with the day-to-day administration on clients.
  7. Inheritance Tax returns for Trusts and Estates.
  8. Ad hoc advisory work, such as advising on Trust distributions.
  9. Assisting in the training and mentoring of junior members of staff.
  10. To carry out other tasks as and when required by the LLP.

Qualifications, skills and experience

  • A suitable professional qualification - e.g. STEP, ATT, CTA (part qualified)
  • Significant experience (2 years+) of working in a private client or trust department in a client facing role
  • Ability to work accurately, prioritise work and adhere to critical deadlines
  • Excellent interpersonal skills with the ability to communicate at all levels
  • Proactive and ambitious, with a willingness to challenge in the best interest of the client
  • IT literate, with experience of using case management and tax software (ideally IRIS)

The role is full time 9am to 5.15pm Monday to Friday working in the office.


  • Tax / Trust Executive

    3 months ago


    Chichester, United Kingdom Legado Recruitment Full time

    Tax and Trust Executive - ChichesterOur ref 108 A senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns and associated compliance. This is working for our established / successful client based in Chichester. The role will include client contact and may extend beyond...

  • Tax Executive

    3 months ago


    Chichester, United Kingdom Legado Recruitment Full time

    Tax Executive (and Trusts) - ChichesterOur ref 108 A senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns and associated compliance. This is working for our established / successful client based in Chichester. The role will include client contact and may extend...

  • Tax Executive

    6 days ago


    Chichester, West Sussex, United Kingdom Legado Recruitment Full time

    Job Title: Tax Executive - Trusts SpecialistJob Summary:We are seeking a highly skilled Tax Executive to join our team at Legado Recruitment. As a Tax Executive - Trusts Specialist, you will be responsible for providing expert tax advice and guidance to our clients, with a focus on trust administration and accounting.Main Responsibilities:Trust and Estate...


  • Chichester, West Sussex, United Kingdom Legado Recruitment Full time

    Job DescriptionJob Title: Tax and Trust ExecutiveCompany: Legado RecruitmentJob Type: Full-timeLocation: Remote (with occasional office visits)Job Summary:We are seeking a highly skilled Tax and Trust Executive to join our team. As a key member of our private client department, you will be responsible for providing expert tax and trust advice to our...


  • Chichester, West Sussex, United Kingdom Legado Recruitment Full time

    Job DescriptionJob Title: Tax and Trust ExecutiveCompany: Legado RecruitmentJob Type: Full-timeLocation: Remote (with occasional office visits)Job Summary:We are seeking a highly skilled Tax and Trust Executive to join our team. As a key member of our private client department, you will be responsible for providing expert tax and trust advice to our...


  • Chichester, West Sussex, United Kingdom Legado Recruitment Full time

    About the RoleWe are seeking a highly skilled Tax and Trust Professional to join our team at Legado Recruitment. As a Tax and Trust Executive, you will be responsible for providing expert advice and guidance to our clients on all aspects of tax and trust planning.Key ResponsibilitiesTrust and Estate Tax Returns: Prepare and submit trust and estate tax...

  • Senior Trust

    3 months ago


    Chichester, United Kingdom Douglas Scott Legal Recruitment Full time

    An excellent and exciting opportunity has arisen for a Senior Tax and Trust Executive to join a well established firm. **Role Overview** This is a senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns and associated compliance. The role will include client contact...

  • Tax Executive

    3 months ago


    Chichester, United Kingdom Mallory Pryce Full time

    Elevate your career with a fantastic role in the heart of Chichester, where excellence in legal services meets a supportive and dynamic work environment. They now seek to hire a Tax Executive to enhance their operations with quality tax advice for their clients. This is a senior appointment with extensive tax work involved, including the preparation of tax...


  • Chichester, West Sussex, United Kingdom Legado Recruitment Full time

    Job SummaryWe are seeking a highly skilled Tax Executive to join our team at Legado Recruitment. As a Tax Executive, you will be responsible for providing expert tax advice and guidance to our clients, with a focus on trust administration and accounting.Main ResponsibilitiesPrepare and submit tax returns for trusts and estates, including personal tax returns...


  • Chichester, West Sussex, United Kingdom Legado Recruitment Full time

    Job SummaryWe are seeking a highly skilled Tax Executive to join our team at Legado Recruitment. As a Tax Executive, you will be responsible for providing expert tax advice and trust administration services to our clients.Main ResponsibilitiesPrepare and submit tax returns and related compliance documents for trusts and estates.Provide exceptional client...


  • Chichester, United Kingdom Venture Recruitment Partners Full time

    Trusts, Estates, and Personal Tax Manager Join this firm and make a significant impact! We're seeking a talented Tax Candidate to join our clients team and contribute to their exceptional client service. This senior role offers a rewarding opportunity to work on a wide range of tax matters, from personal and trust returns to complex estate...


  • Chichester, United Kingdom Venture Recruitment Partners Full time

    Trusts, Estates, and Personal Tax ManagerJoin this firm and make a significant impact!We're seeking a talented Tax Candidate to join our clients team and contribute to their exceptional client service. This senior role offers a rewarding opportunity to work on a wide range of tax matters, from personal and trust returns to complex estate planning.Key...


  • Chichester, United Kingdom Venture Recruitment Partners Full time

    Trusts, Estates, and Personal Tax Manager Join this firm and make a significant impact! We're seeking a talented Tax Candidate to join our clients team and contribute to their exceptional client service. This senior role offers a rewarding opportunity to work on a wide range of tax matters, from personal and trust returns to complex estate planning. Key...

  • Trust Administrator

    3 months ago


    Chichester, United Kingdom Irwin Mitchell Full time

    We’re a national law firm with a local reach. Our philosophy is ‘Expert Hand, Human Touch’ - something you’ll find in the way we work with our clients and how we support our teams. But, we’re more than just a law firm - we’re a team of people working together to help individuals and businesses navigate life’s ups and downs. Whichever team you...


  • Chichester, West Sussex, United Kingdom Accountancy Expertise Ltd Full time

    Job Opportunity at Accountancy Expertise LtdWe are seeking a highly skilled Personal Tax Senior to join our team of Chartered Accountants in Chichester. As a key member of our team, you will be responsible for managing a diverse portfolio of personal tax clients across various sectors, including trusts, and providing expert tax compliance and advisory...

  • Personal Tax Manager

    2 weeks ago


    Chichester, United Kingdom Accountancy Expertise Ltd Full time

    Our client, a forward thinking, independent firm of Chartered Accountants are seeking a Personal Tax Manager to join their team in Chichester. You will manage your own mixed portfolio of personal tax clients in various sectors, as well as some trusts, dealing with their tax compliance and advisory matters. A good working knowledge of CCH, IRIS, Xero and Sage...

  • Personal Tax Senior

    2 weeks ago


    Chichester, United Kingdom Accountancy Expertise Ltd Full time

    Our client, a forward thinking, independent firm of Chartered Accountants are seeking a Personal Tax Senior to join their team in Chichester. You will be responsible for a mixed portfolio of personal tax clients in various sectors, as well as some trusts, dealing with their tax compliance and advisory matters. A good working knowledge of CCH, IRIS, Xero and...


  • Chichester, West Sussex, United Kingdom Carpenter Box Full time

    Job SummaryWe are seeking a highly motivated and ambitious individual with tax experience to join our Private Client Services Team as a Tax Manager. This role will provide an exciting opportunity for someone to build their career and drive the business forward.Key ResponsibilitiesManage a portfolio of clients and work on tax compliance related to their...


  • Chichester, West Sussex, United Kingdom Carpenter Box Full time

    Job SummaryWe are seeking a highly motivated and ambitious individual with tax experience to join our Private Client Services Team as a Tax Manager. This role will provide an exciting opportunity for someone to build their career and drive the business forward.Key ResponsibilitiesManage a portfolio of clients and work on tax compliance related to their...


  • Chichester, United Kingdom 360 Recruitment Full time

    Solicitor / Legal Executive - Private Client Location: Chichester My client, a well-regarded law firm, are recruiting for a Solicitor or Legal Executive / Fee Earner to join their Private Client team in the Chichester office. Duties will include: • To undertake fee earning work, working both independently and as a member of the team and provide a...