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Private Client Administrator
2 months ago
Our esteemed client, a leading provider of financial services, is seeking a highly skilled and motivated individual to join their Private Client Trust Tax team. As a key member of the team, you will be responsible for providing administrative support to managers and directors, ensuring the smooth operation of trust accounts and tax returns.
Key Responsibilities- Trust Administration: Prepare accounts for a portfolio of trusts using CCH trust accounting software, ensuring accuracy and efficiency.
- Tax Compliance: Prepare trust tax returns using CCH software and accompanying forms R185 for the beneficiary/ies, ensuring timely and accurate compliance.
- Inheritance Tax Returns: Prepare inheritance tax returns for relevant property trusts at ten-year anniversaries and on the occasions of proportionate charges, as well as for qualifying interest in possession trusts on the occasions of a charge.
- Compliance Requirements: Deal with FATCA and Common Reporting Standard compliance requirements, as well as the Trust Registration Service.
- Beneficiary Support: Prepare tax returns and repayment claim forms for beneficiaries, ensuring their needs are met.
- Trust Administration Duties: Perform other trust administration duties, such as helping to arrange payments and managing client bank accounts.
- Qualifications: Ideally, but not necessarily, be ATT or STEP part qualified or qualified.
- Skills: Possess great listening and problem-solving skills, be well organized, and able to manage multiple activities simultaneously.
- Attention to Detail: Have strong accuracy and attention to detail, with the ability to work to tight deadlines and prioritize under pressure.
- Willingness to Learn: Be willing to learn and develop your skills, with a strong desire to grow and develop within the company.
- Life Assurance: Receive life assurance at 2 x salary.
- Income Protection Insurance: Enjoy 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).
- Pension Scheme: Be eligible to join the pension scheme after 3 months, with the company contributing 5% and you contributing 3%.
- Additional Benefits: Enjoy a range of additional benefits, including critical illness cover, dental insurance, additional life assurance, childcare vouchers, and purchase of additional holiday.
