Compliance Specialist

1 month ago


Leeds, Leeds, United Kingdom Stone Recruitment Group Full time
About the Role

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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