Trust and Tax Administrator
7 days ago
We are currently seeking a talented Trust and Tax Administrator to join our team at Charles Russell Speechlys LLP. As a key member of our Private Client Service team, you will be responsible for supporting trust administration, investment reporting, accounting, and tax compliance.
About the Role- We are looking for an individual with strong organisational skills and excellent numerical abilities.
The successful candidate will work closely with the Trust and Tax Managers in a busy Private Client Service, dealing with domestic trusts and high-net worth individuals from the UK and abroad. Key responsibilities include:
- Preparation of trust accounts for review by the trust manager, involving inputting financial data from bank statements, investment managers' statements, and year-end tax packs.
- Use of specialist trust and probate computer software packages, including Troika for trust administration and accounting, and Digita for Self-Assessment tax reporting.
- Compliance work in respect of trusts, including the production of trust accounts and tax returns, and maintaining the FPTCA database.
- Liaising with internal and external trustees, trust beneficiaries, and taking part in client meetings.
- Handling all aspects of trust administration, including determining accounting treatment of transactions and major events on each trust matter.
- Supporting the Trust and Tax Managers in monitoring and planning for major events on trust and family matters.
- Preparing tax returns for trusts and individuals, ensuring accuracy and timely submission.
- AAT Level 4 or equivalent qualification.
- Some knowledge and experience of accounts preparation, Self-Assessment workings, and deadlines for trusts and individuals.
- Computer literacy and intermediate knowledge of Excel.
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