Chartered Trust Specialist
1 week ago
We are seeking a highly skilled Chartered Trust Specialist to join our Private Client, Succession & Tax team in Bath. With 10+ years' PQE and experience in Charitable Trust Administration, you will play a vital role in managing complex trusts for private clients and companies with significant turnovers.
Key Responsibilities:- Trust Administration: Preparation of trust returns for Inheritance Tax, Income Tax, and Capital Gains Tax, as well as registration of trusts for TRS and FATCA.
- Grant Management: Reviewing grant applications, presenting them within trustee meeting agendas, and reconciling financial statements.
- Accounting and Reporting: Production of accounts using CCH and FRS formatting.
This is an excellent opportunity to work with a trusted legal partner, delivering exceptional client service and contributing to the growth of our business. You will be part of a supportive and inclusive firm that offers flexible working arrangements, hot desking, and social events.
Benefits:- A competitive salary estimated at £60,000 - £80,000 per annum, depending on experience.
- An attractive benefits package, including private medical insurance, dental insurance, health checks, and more, tailored to meet your needs and those of your family.
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Chartered Accountant
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Chartered Trust Professional
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