Senior Tax And Trust Executive

3 weeks ago

Chichester West Sussex, 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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