Tax Administrator

21 hours ago


Newbury, West Berkshire, United Kingdom Focus Resourcing Full time
About the Role

We are seeking a highly organized and detail-oriented Tax Administrator to join our Private Client Trusts Tax Team at Focus Resourcing. As a Tax Administrator, you will play a crucial role in supporting the managers and directors with their portfolio of Trusts, and personal tax clients, in carrying out trust administration duties, helping with the preparation of trust accounts and tax returns to ensure all compliance work is completed on time, accurately and efficiently.

Key Responsibilities
  • Trust Administration: 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
  • Inheritance Tax Returns: 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;
  • FATCA and CRS Compliance: Dealing with FATCA and Common Reporting Standard compliance requirements.
  • Trust Registration Service: Dealing with the Trust Registration Service
  • Tax Returns and Repayment Claims: Prepare tax returns and repayment claim forms for beneficiaries
  • Other Trust Administration Duties: Other trust administration duties such as helping to arrange payments and managing client bank accounts.
Requirements
  • Qualifications: Ideally, but not necessary, be ATT or STEP part qualified or qualified.
  • Skills: Have great listening and problem-solving skills; Be well organized and able to manage multiple activities simultaneously; Have the ability to work to tight deadlines and prioritize under pressure; Have strong accuracy and attention to detail; Be willing to learn and develop your skills.
What We Offer
  • Life Assurance: Life assurance at 2 x salary
  • Income Protection Insurance: 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) pro
  • Benefits Package: 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% and your life assurance will increase to 4 x salary; Critical illness cover; Dental insurance; Additional life assurance; Childcare vouchers; Purchase of additional holiday; Retail vouchers; Unlimited access to a discount scheme, offering a wide variety of discounts across a whole range of products and services, including discounted gym membership rates; Free flu jabs

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