Tax Professional

7 days ago


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

We are seeking a highly skilled Tax Assistant to join our team at Focus Resourcing. As a Tax Assistant, you will play a crucial role in supporting our Private Client Trust Tax team with trust administration tasks, tax returns, and compliance work.

Key Responsibilities
  • Prepare trust accounts and tax returns using CCH trust accounting 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
What We Offer
  • Life assurance at 2 x salary
  • 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
  • Unlimited access to a discount scheme, offering a wide variety of discounts across a whole range of products and services
  • Free flu jabs

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