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Trust Tax Specialist

3 weeks ago

Lewes, East Sussex, United Kingdom Ashville Knight Full time

A highly experienced Trust Tax Manager is required by Ashville Knight to join their reputable legal practice in Lewes. This key role will involve drafting trust and tax returns, undertaking Inheritance Tax reporting, and providing expert advice on tax planning.

Job Overview
  • Manage the preparation of trust tax accounts.
  • Prepare inheritance tax accounts with high accuracy.
  • Demonstrate a solid understanding of HMRC's Trust Registration Service and apply it effectively.
  • Handle the preparation and submission of personal tax returns for clients.
  • Offer tax planning advice to maximise tax efficiency and minimise liabilities.
  • Collaborate with clients, trustees, and third-party professionals to collect and validate information necessary for tax filings.
  • Stay up-to-date on the latest tax legislation changes.
  • Provide clear, concise, and responsive legal advice to clients.
Key Responsibilities

The ideal candidate will have at least 2 years' experience as a Trust Tax Manager (or similar) and hold qualifications such as ATA/CTA/STEP. They will have a very high level of technical competence when drafting documentation and be knowledgeable about UK tax laws and regulations.

We offer a competitive salary of £62,500 based on experience, 25 days annual leave plus bank holidays, hybrid working, private healthcare, company pension, and a volunteering day off.