Tax Assistant

1 week ago


Newbury, United Kingdom Focus Resourcing Group Full time

About the Role:

We are seeking a highly motivated and organized Graduate Tax Assistant to join our Private Client Trusts Tax Team. As a Graduate Tax Assistant, you will play a key role in supporting the managers and directors with trust administration duties, including preparing trust accounts and tax returns.

Key Responsibilities:

  • Prepare accounts for a portfolio of trusts using CCH trust accounting software.
  • Prepare trust tax returns using CCH software and accompanying forms R185 for the beneficiary/ies.
  • Prepare inheritance tax returns for relevant property trusts at ten-year anniversaries and on the occasions of proportionate charges.
  • Prepare inheritance tax returns for qualifying interest in possession trusts on the occasions of a charge.
  • Deal with FATCA and Common Reporting Standard compliance requirements.
  • Deal with the Trust Registration Service.
  • Prepare tax returns and repayment claim forms for beneficiaries.
  • Perform other trust administration duties such as helping to arrange payments and managing client bank accounts.

Requirements:

  • Ideal candidate will be ATT or STEP part qualified or qualified.
  • Excellent listening and problem-solving skills.
  • Well-organized and able to manage multiple activities simultaneously.
  • Ability to work to tight deadlines and prioritize under pressure.
  • Strong accuracy and attention to detail.
  • Willingness to learn and develop skills.

About Us:

Focus Resourcing Group is a leading provider of recruitment services. We are committed to helping our clients succeed by providing them with the best talent in the industry. Our clients want everyone to reach their potential, and we are looking for a Graduate Tax Assistant who shares this vision.

Benefits:

  • Life assurance at 2 x salary.
  • Income protection insurance (IPI) which is payable after 13 weeks of sick leave @ 75% salary (less an amount for any deemed state benefits as determined by the insurer).
  • After 3 months, you will be eligible to choose from a menu of benefits, which currently include:
    • Pension - in line with current legislation, you will be automatically enrolled after 3 months and you will pay 3% and the firm will pay 5%.
    • Critical illness cover.
    • Dental insurance.
    • Additional life assurance.
    • Childcare vouchers.
    • Purchase of additional holiday.
    • Retail vouchers.

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