Tax Assistant Professional

7 days ago


Cheltenham, Gloucestershire, United Kingdom Charles Russell Speechlys LLP Full time
Job Description

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.
Requirements

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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