Compliance Specialist
1 month ago
We are recruiting a Compliance Specialist to work within our Private Client team. The successful candidate will be responsible for managing and complying with various trusts.
The role will involve working closely with a multi-disciplinary team, including tax specialists and solicitors, to ensure compliance with trust regulations.
The ideal candidate will have a strong background in trust management and compliance, with experience in dealing with trusts receiving rental income associated with commercial property expenses.
- Preparing annual trust accounts, completing and submitting tax returns to HMRC, and arranging tax payments.
- Dealing with reporting obligations for CRS, FATCA, and the Trust Registration Service.
- Liaising with commercial property managers and investment managers regarding trusts' investments.
- Certifying tax calculations and completing IHT forms for specific events.
- Managing compliance-related tasks, including maintenance of accurate records.
- Familiarity with UK taxation laws and accounting principles.
- Proficiency in using accounting software or spreadsheets.
- Effective communication and problem-solving skills.
Estimated salary range: £50,000 - £65,000 per annum.
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