Trusts Tax Specialist

7 days ago

Newbury, West Berkshire, United Kingdom Focus Resourcing Full time

About the Role

Our client, a reputable Private Client Trust Tax firm, is seeking a skilled Trusts Tax Specialist to join their team. As a key member of the team, you will be responsible for supporting managers and directors with trust administration tasks, including the preparation of trust accounts and tax returns.

Key Responsibilities

  • Prepare accounts for a portfolio of trusts using CCH trust accounting software
  • Prepare trust tax returns using CCH 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
  • Excellent 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

Benefits

  • 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)
  • After 3 months, eligibility to choose from 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

About Focus Resourcing

Focus Resourcing is a leading recruitment agency specializing in the placement of skilled professionals in the financial and professional services sectors. We pride ourselves on our ability to provide exceptional service and support to our clients and candidates.

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