Tax and Trust Assistant
3 weeks ago
Location
London
Category
Contract type
Permanent - Full Time
Salary
Competitive
Working hours
Full Time
**Tax and Trust Assistant**:
The role will suit someone who has excellent numerical and written communication skills, possibly with some UK tax compliance experience, who is looking to develop their career within a friendly collegiate team that is widely recognised for its expertise in this area.
Roles and Responsibilities
- You will be responsible for the annual administration of a number of standard trusts. This typically involves preparing and sending out an annual questionnaire and then preparing and circulating for signature a trustees’ resolution.
- In more complex cases you will assist the Trust and Tax Managers with all aspects of trust administration, including making distributions to beneficiaries and preparing for trustees’ meetings.
- We use Excel extensively for other financial reporting, management of large data, so a good knowledge of controls, checks and data management in Excel is essential.
- You will assist with the compliance work in respect of trusts to include the production of trust accounts and tax returns; both Self-Assessment and Inheritance Tax; maintaining the database as required.
- Over time, you will liaise directly with internal and external trustees, trust beneficiaries, and take part in client meetings, enjoying regular contact with investment managers and other professional advisers such as banks, insurance providers, valuers and external tax advisers. You will also be expected to communicate legal advice from the firm and from external advisers to settlors and beneficiaries in a succinct, practical and persuasive manner.
- You will also be responsible for preparing tax returns for trusts and individuals, ensuring these are produced accurately and submitted on time.
- You will be expected to be flexible in your approach and willing to undertake a wide range of other fiduciary, financial and tax-related assignments on your allocation.
- Comply with all relevant legal and regulatory obligations including the Solicitors Regulation Authority (SRA) Standards and Regulations, and Principles.
Person Specification
- Some knowledge and experience of trusts and also accounts are preferred but not essential
- Some knowledge and experience of Self-assessment workings and deadlines for trusts and individuals is desirable but not essential.
- Computer literate with some knowledge of management reporting from databases
- Intermediate knowledge of Excel
- A quick learner
- Excellent organisational skills
- High degree of accuracy/attention to detail
- Strong numerical skills and written communication skills
- Have an excellent telephone manner
- Team oriented individual who can also work independently
- Effective, sound decision making and practical problem-solving skills
Competencies
- Client service
- Integrity and respect
- Interpersonal skills
- Inclusive
- Delivery focus
- Driving high standards
- Judgement & decision making
- Commercial mindset
- Client-centric
- Responsible Business
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