Tax Professional

2 weeks ago


Newbury, West Berkshire, United Kingdom James Cowper Kreston Full time
Exciting Opportunity in Private Client Trust Tax Team

James Cowper Kreston is expanding its Private Client Trust Tax team due to continued growth and success. We are seeking a skilled professional to support our managers and directors with trust administration duties, tax compliance, and client relationships.

Key Responsibilities:
  • Prepare trust accounts and tax returns using CCH software and accompanying forms.
  • Administer trust registrations and FATCA compliance requirements.
  • Prepare inheritance tax returns for relevant property trusts and qualifying interest in possession trusts.
  • Manage client bank accounts and arrange payments.
  • Prepare tax returns and repayment claim forms for beneficiaries.
Requirements:
  • ATT or STEP part-qualified or qualified.
  • Excellent listening and problem-solving skills.
  • Strong organizational and time management skills.
  • Ability to work under pressure and prioritize tasks.
  • Attention to detail and accuracy.

We offer a fantastic opportunity for career development and growth in a highly regarded and forward-thinking firm. If you are a motivated and skilled professional looking to start or advance your career in tax, we encourage you to apply.


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