Trusts & Tax Executive

4 months ago

Bury St Edmunds, United Kingdom LemonTea Recruitment Full time

My client are seeking a Trusts & Tax Executive that is either CTA or STEP qualified or part qualified and has a minimum of 3 years experience with a good understanding of Trust & Estate accounts.

The role will focus primarily on Trusts, but you will have exposure to personal tax clients. You will also be required to prepare Trust Accounts, but full training will be given on this.

Should you not have the full level of qualification the client will be able to offer the appropriate training in order for you to get up to that level.

The role would predominantly relate to the private client sector and will include preparing work for review by senior members and may include reviewing work completed by junior members of staff.

MAIN DUTIES:

- Self-assessment tax returns for trusts, estates and individuals, including related tax calculations using the firm’s software. All related correspondence with clients, HM Revenue & Customs and third parties as required. Monitoring and working to related deadlines.
- Monitoring deadlines on Trusts and Estates, such as ten yearly charges and beneficial entitlements, and ensuring the firm’s software is kept updated.
- Dealing with the day-to-day administration on clients.
- Inheritance Tax returns for trusts, estates and individuals.
- Capital Gains Tax computations and returns.
- Ad hoc advisory work, such as advising on Trust distributions.
- Provide support on planning projects and researching technical issues on tax advisory work. Drafting clear, concise and accurate advisory letters for review by a senior member of staff.
- Assisting in the training and mentoring of junior members of staff.
- Registering new trusts on the Trust Registration Service, ensuring this is updated and that annual declarations are made.

**Salary**: £25,000.00-£40,000.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Bury St. Edmunds: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Bury St. Edmunds

Reference ID: LemTRUST

  • Trusts and Tax Associate

    4 months ago

    Bury St. Edmunds, United Kingdom Hawk 3 Talent Solutions Full time

    **Trusts and Tax Associate** **Bury St Edmunds IP33** **£25,000 - £40,000 per annum** Permanent role Hybrid or Office based. Hawk 3 Talent Solutions are looking for qualified or part qualified Trust and Tax Associate to join a company based in Bury St Edmunds. **Hours**: 37.5 hours a week Monday to Friday Earliest start is 8am, Latest start is 9.30am...

  • Tax and Trusts Solicitor

    2 weeks ago

    Bury St, Suffolk, United Kingdom Law Staff Legal Recruitment Full time

    About the FirmOur client is a highly respected law firm with a rich history of providing expert legal services to individuals and businesses across the UK and internationally.With a strong reputation for delivering exceptional client service, they are highly ranked in both the Legal 500 and Chambers guides.About the RoleWe are seeking an experienced...

  • Senior Solicitor

    1 month ago

    Bury St. Edmunds, United Kingdom Law Staff Legal Recruitment Ltd Full time

    About the RoleWe are seeking a highly skilled and experienced solicitor to join our Tax, Trusts, Wills & Probate department. The ideal candidate will have a strong background in private client law, with a focus on tax, trusts, wills, and probate.Key ResponsibilitiesAdvising clients on lifetime issues, including wills, powers of attorney, inheritance tax,...

  • Senior Solicitor

    1 month ago

    Bury St. Edmunds, United Kingdom Law Staff Legal Recruitment Ltd Full time

    About the RoleWe are seeking a highly skilled solicitor with private client experience to join our Tax, Trusts, Wills & Probate department. The ideal candidate will have a strong background in advising clients on lifetime issues, including Wills, Powers of Attorney, inheritance tax, family asset succession, and protection.Key ResponsibilitiesManage a...

  • Senior Solicitor

    1 month ago

    Bury St. Edmunds, United Kingdom Law Staff Legal Recruitment Ltd Full time

    About the RoleWe are seeking a highly skilled and experienced solicitor to join our Tax, Trusts, Wills & Probate department. The ideal candidate will have a strong background in private client law, with a focus on tax, trusts, wills, and probate.Key ResponsibilitiesAdvising clients on lifetime issues, including wills, powers of attorney, inheritance tax,...

  • Senior Solicitor

    1 month ago

    Bury St. Edmunds, United Kingdom Law Staff Legal Recruitment Ltd Full time

    About the RoleWe are seeking a highly skilled solicitor with private client experience to join our Tax, Trusts, Wills & Probate department. The ideal candidate will have a strong background in advising clients on lifetime issues, including Wills, Powers of Attorney, inheritance tax, family asset succession, and protection.Key ResponsibilitiesManage a...

  • Senior Solicitor

    4 weeks ago

    Bury St. Edmunds, United Kingdom Law Staff Legal Recruitment Ltd Full time

    About the FirmOur client, a highly respected law firm, has been providing expert legal services since 1893. With a strong reputation for delivering exceptional client service, they have been consistently ranked in the Legal 500 and Chambers.About the RoleWe are seeking an experienced solicitor with a strong background in private client law to join our Tax,...

  • Senior Solicitor

    4 weeks ago

    Bury St. Edmunds, United Kingdom Law Staff Legal Recruitment Ltd Full time

    About the FirmOur client, a highly respected law firm, has been providing expert legal services since 1893. With a strong reputation for delivering exceptional client service, they have been consistently ranked in the Legal 500 and Chambers.About the RoleWe are seeking an experienced solicitor with a strong background in private client law to join our Tax,...

  • Tax and Trusts Solicitor

    2 weeks ago

    Bury St, Suffolk, United Kingdom Law Staff Legal Recruitment Full time

    About the FirmLaw Staff Legal Recruitment is proud to partner with a highly respected law firm that has been offering legal services since 1893. They provide advice to both individuals and companies on a wide range of legal matters, both nationally and internationally.About the RoleWe are seeking a 3 years+ PQE solicitor (or CILEX) with private client...

  • Senior Solicitor

    1 month ago

    Bury St. Edmunds, United Kingdom Law Staff Legal Recruitment Ltd Full time

    About the Firm Our client, a highly respected law firm, has been providing expert legal services since 1893. With a strong reputation for delivering exceptional client service, they have been consistently ranked in the Legal 500 and Chambers. About the Role We are seeking an experienced solicitor with private client expertise to join our Tax, Trusts, Wills &...

  • Senior Solicitor

    1 month ago

    Bury St. Edmunds, United Kingdom Law Staff Legal Recruitment Ltd Full time

    About the Firm Our client, a highly respected law firm, has been providing expert legal services since 1893. With a strong reputation for delivering exceptional client service, they have been consistently ranked in the Legal 500 and Chambers. About the Role We are seeking an experienced solicitor with private client expertise to join our Tax, Trusts, Wills &...

  • Senior Solicitor

    1 month ago

    Bury St. Edmunds, United Kingdom Law Staff Legal Recruitment Ltd Full time

    About the FirmOur client, a highly respected law firm, has been providing expert legal services since 1893. With a strong reputation for delivering exceptional client service, they have been consistently ranked in the Legal 500 and Chambers.About the RoleWe are seeking an experienced solicitor with a strong background in private client law to join our Tax,...

  • Senior Solicitor

    1 month ago

    Bury St. Edmunds, United Kingdom Law Staff Legal Recruitment Ltd Full time

    About the FirmOur client, a highly respected law firm, has been providing expert legal services since 1893. With a strong reputation for delivering exceptional client service, they have been consistently ranked in the Legal 500 and Chambers.About the RoleWe are seeking an experienced solicitor with a strong background in private client law to join our Tax,...

  • Senior Solicitor

    1 month ago

    Bury St. Edmunds, United Kingdom Law Staff Legal Recruitment Ltd Full time

    About the FirmLaw Staff Legal Recruitment Ltd is proud to partner with a highly respected law firm that has been delivering exceptional legal services since 1893. With a strong reputation for providing expert advice to individuals and companies, they are highly ranked in both the Legal 500 and Chambers for their commitment to client satisfaction.About the...

  • Senior Solicitor

    1 month ago

    Bury St. Edmunds, United Kingdom Law Staff Legal Recruitment Ltd Full time

    About the FirmLaw Staff Legal Recruitment Ltd is proud to partner with a highly respected law firm that has been providing legal services since 1893. With a strong reputation for delivering exceptional client service, they offer a wide range of legal expertise to individuals and companies across the UK and internationally.About the RoleWe are seeking an...

  • Senior Solicitor

    1 month ago

    Bury St. Edmunds, United Kingdom Law Staff Legal Recruitment Ltd Full time

    About the FirmLaw Staff Legal Recruitment Ltd is proud to partner with a highly respected law firm that has been providing legal services since 1893. With a strong reputation for delivering exceptional client service, they offer a wide range of legal expertise to individuals and companies across the UK and internationally.About the RoleWe are seeking an...

  • Senior Solicitor

    1 month ago

    Bury St. Edmunds, United Kingdom Law Staff Legal Recruitment Ltd Full time

    About the FirmLaw Staff Legal Recruitment Ltd is proud to partner with a highly respected law firm that has been delivering exceptional legal services since 1893. With a strong reputation for providing expert advice to individuals and companies, they are highly ranked in both the Legal 500 and Chambers for their commitment to client satisfaction.About the...

  • Senior Solicitor

    3 weeks ago

    Bury St. Edmunds, United Kingdom Law Staff Legal Recruitment Ltd Full time

    About the FirmOur client, a highly respected law firm, has been providing expert legal services since 1893. With a strong reputation for delivering exceptional client service, they have been consistently ranked in the Legal 500 and Chambers.About the RoleWe are seeking an experienced solicitor with a strong background in private client law to join our Tax,...

  • Senior Solicitor

    3 weeks ago

    Bury St. Edmunds, United Kingdom Law Staff Legal Recruitment Ltd Full time

    About the FirmOur client, a highly respected law firm, has been providing expert legal services since 1893. With a strong reputation for delivering exceptional client service, they have been consistently ranked in the Legal 500 and Chambers.About the RoleWe are seeking an experienced solicitor with a strong background in private client law to join our Tax,...

  • Senior Solicitor

    4 weeks ago

    Bury St. Edmunds, United Kingdom Law Staff Legal Recruitment Ltd Full time

    About the FirmOur client, a highly respected law firm, has been providing expert legal services since 1893. With a strong reputation for delivering exceptional client service, they have been consistently ranked in the Legal 500 and Chambers.About the RoleWe are seeking an experienced solicitor with a strong background in private client law to join our Tax,...