Estate and Wealth Administration Assistant
5 days ago
We are seeking a highly skilled Estate and Wealth Administrator to join our Tax team at ProTalent Limited. As a key member of our team, you will provide specialist support in trust and estate administration, including drafting trust estate accounts and cash analysis investment schedules.
**Key Responsibilities:**
- Assisting client managers with trust estate administration and tax compliance through the Trust Registration Service
- Drafting trust estate tax returns
- Preparing inheritance tax computations and trust 10-year exit charges
- Drafting personal tax returns
- Liaising with clients and HM Revenue & Customs
Requirements:
- Previous experience in personal tax self-assessment and trusts/estates work is advantageous
- Excellent attention to detail and organisational skills
- Professional qualifications such as AAT or ATT, with support for STEP Diploma/Certificate
- Experience in accounts preparation in an accountancy practice beneficial
- Able to work independently and manage deadlines effectively
- Current working knowledge of Microsoft Outlook, Word, and Excel
What We Offer:
A competitive salary of £50,000 - £65,000 per annum, depending on experience, plus benefits and opportunities for career development.
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