Trusts Tax Specialist

2 days ago


Newbury, West Berkshire, United Kingdom Focus Resourcing Full time
{"Job Title": "Trusts Tax Assistant", "Job Description": "Private Client Trust Tax Team

Our well-established client is seeking a skilled Trusts Tax Assistant to join their Private Client Trust Tax team. As a key member of the team, you will support managers and directors with their portfolio of Trusts and personal tax clients.

The ideal candidate will have experience in trust administration, tax compliance, and accounting software. You will be responsible for preparing trust accounts, tax returns, and ensuring all compliance work is completed accurately and efficiently.

Key Responsibilities:

  • Prepare trust accounts 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
  • Dealing with FATCA and Common Reporting Standard compliance requirements
  • Dealing with the Trust Registration Service
  • Prepare tax returns and repayment claim forms for beneficiaries
  • Other trust administration duties such as helping to arrange payments and managing client bank accounts

Requirements:

  • Experience in trust administration and tax compliance
  • Knowledge of CCH trust accounting software and tax returns
  • Strong attention to detail and accuracy
  • Ability to work under pressure and meet deadlines
  • Excellent communication and problem-solving skills

What We Offer:

  • Competitive salary and benefits package
  • Opportunities for career development and growth
  • Collaborative and dynamic work environment

If you are a motivated and detail-oriented individual with a passion for tax and trust administration, we encourage you to apply for this exciting opportunity.", "Company": "Focus Resourcing"}



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