Trust and Tax Support Specialist

7 days ago


Cheltenham, Gloucestershire, United Kingdom Charles Russell Speechlys LLP Full time
About the Role

We are seeking a highly organized and detail-oriented individual to join our team as a Trust and Tax Assistant. As a key member of our Private Client Service, you will play a crucial role in supporting trust administration, investment reporting, accounting, and tax compliance.

Responsibilities:
  • Prepare trust accounts for review by the trust manager, ensuring accuracy and timeliness.
  • Utilize specialist software packages, including Troika and Digita, to manage trust administration and accounting.
  • Maintain the FPTCA database and ensure compliance with relevant regulations.
  • Liaise with internal and external stakeholders to ensure seamless communication and collaboration.
  • Support the Trust and Tax Managers in monitoring and planning for major events on trust and family matters.
  • Prepare tax returns for trusts and individuals, adhering to strict deadlines and regulatory requirements.
What We Offer

We offer a competitive salary of £40,000 - £55,000 per annum, depending on experience, along with excellent benefits and opportunities for career growth and development.


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