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 returns and associated compliance. It comes with great career prospects, varied work and a chance to truly add value.

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

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

**Required 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)

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