Tax and Estate Administrator

3 weeks ago


Cardiff, Cardiff, United Kingdom Blue Moon Estate Sales of Lexington and Louisville Full time
About the Role

This exciting opportunity is open for a skilled professional to join our team of Chartered Accountants and Tax Advisors in North Cardiff. As a key member of our team, you will be involved in tax, probate, and estate administration, as well as providing tax advisory services.

We are seeking an individual with strong organizational skills, experience in reading legal documents, and an interest in developing knowledge of the probate process. You will work within a small team and may be required to assist with other business activities, so we ask that you have a positive attitude to becoming involved in other areas of the business.

Main Responsibilities
  • Administrative Support: Providing support with drafting letters of engagement, letters to third parties, and collating information for probate applications, including Statements of Truth, inheritance tax forms, and tax returns.
  • HMRC Trust Registration: Monitoring and assisting with HMRC Trust Registration requirements and collating required data.
  • Professional Liaison: Engaging with other professionals to obtain information for taxation advice on estates and trusts.
  • Case File Procedures: Supporting work procedures to comply with ICAEW regulations for probate work and providing support with case file procedures.
  • Liaison with Clients: Liaising with clients by telephone, email, letter, and attending meetings to progress matters.
Other Duties
  • Ad Hoc Assistance: Providing ad hoc assistance with internal administrative matters and establishing procedures.
  • Project Support: Assisting with projects, such as advisory reports and seminar arrangements.
Requirements and Skills
  • Experience in an office environment with a proven track record of providing administration assistance.
  • Excellent accuracy and attention to detail.
  • Positive and assertive manner.
  • Ability to work under pressure and manage several deadlines.
  • Excellent communication skills and high standards of grammar, verbal and written.
  • Ability to deal with clients, partners, and all levels of staff.
  • Excellent organizational skills and experience with Microsoft Office, particularly Excel, Word, Teams, Outlook, and PowerPoint.


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