Senior Tax And Trust Executive

3 weeks ago


Chichester, United Kingdom Brook Street Full time

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:1. Prepare trust, estate, and personal tax returns using IRIS software. Manage correspondence and deadlines.2. Compile trust accounts and monitor related deadlines.3. Manage day-to-day client administration.4. Handle inheritance tax returns and provide ad hoc advisory services.5. Assist in training junior staff.6. Undertake other tasks as required.Requirements:- 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.Full-time, Monday to Friday, 9 am to 5:15 pm, at one of our Chichester offices. Competitive salary based on experience.For more information on this role, please contact the Southampton team



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