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Private Client Trust Tax Specialist

2 months ago


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

We are seeking a highly skilled and experienced Private Client Trust Tax Specialist to join our team at Focus Resourcing Group. As a key member of our Private Client Trust Tax team, you will play a vital role in supporting our clients with their trust administration needs.

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
Requirements
  • ATT or STEP part qualified or qualified
  • Great listening and problem-solving skills
  • Well-organized and able to manage multiple activities simultaneously
  • Ability to work to tight deadlines and prioritize under pressure
  • Strong accuracy and attention to detail
  • Willingness to learn and develop skills
What We Offer
  • Life assurance at 2 x salary
  • 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)
  • Access to a menu of benefits, including pension, critical illness cover, dental insurance, additional life assurance, childcare vouchers, purchase of additional holiday, retail vouchers, and unlimited access to a discount scheme