Tax Assistant Professional
7 days ago
The role of Trust and Tax Assistant at Charles Russell Speechlys LLP involves supporting trust administration, investment reporting, accounting, and tax compliance.
Key Responsibilities:- Preparation of trust accounts for review by the trust manager, involving inputting financial data from bank statements, investment managers' statements, and year-end tax packs.
- Use of specialist trust and probate computer software packages, including Troika for trust administration and accounting, and Digita for Self-Assessment tax reporting.
- Compliance work in respect of trusts, including the production of trust accounts and tax returns, and maintaining the FPTCA database.
- Liaising with internal and external trustees, trust beneficiaries, and taking part in client meetings.
- Handling all aspects of trust administration, including determining accounting treatment of transactions and major events on each trust matter.
- Supporting the Trust and Tax Managers in monitoring and planning for major events on trust and family matters.
- Preparing tax returns for trusts and individuals, ensuring accuracy and timely submission.
To succeed in this role, you will need to have a strong understanding of trust administration and tax compliance. AAT Level 4 or equivalent qualification is essential, along with some knowledge and experience of accounts preparation, Self-Assessment workings, and deadlines for trusts and individuals.
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