Trusts and Tax Associate

23 hours ago

Bury St Edmunds, United Kingdom Hawk 3 Talent Solutions Full time

**Trusts and Tax Associate**

**Bury St Edmunds IP33**

**£25,000 - £40,000 per annum**

Permanent role Hybrid or Office based.

Hawk 3 Talent Solutions are looking for qualified or part qualified Trust and Tax Associate to join a company based in Bury St Edmunds.

**Hours**:
37.5 hours a week Monday to Friday

Earliest start is 8am, Latest start is 9.30am - working 7 and ½ hours from that point, excluding lunch.

**The Role**

Work in the Trust department in Bury St Edmunds.

The company does offer flexible working, but you will need to work in the office for at least 3 days per week.

The role will focus primarily on Trusts, but you will have exposure to personal tax clients. You will also be required to prepare Trust Accounts, but full training will be given on this.,

The role would predominantly relate to the private client sector and will include preparing work for review by senior members and may include reviewing work completed by junior members of staff

Within the trust department with 2 managers and the Trust department falls within a wider department of Tax (approx. 14 people)

**Duties**
- Self-assessment tax returns for trusts, estates and individuals, including related tax calculations. All related correspondence with clients, HM Revenue & Customs and third parties as required. Monitoring and working to related deadlines.
- Accounts for trusts and estate
- Monitoring deadlines on Trusts and Estates, such as ten yearly charges and beneficial entitlements, and ensuring the firm’s information is kept updated.
- Dealing with the day-to-day administration on clients.
- Inheritance Tax returns for trusts, estates and individuals.
- Capital Gains Tax computations and returns.
- Ad hoc advisory work, such as advising on Trust distributions.
- Provide support on planning projects and researching technical issues on tax advisory work. Drafting clear, concise and accurate advisory letters for review by a senior member of staff.
- Assisting in the training and mentoring of junior members of staff.
- Registering new trusts on the Trust Registration Service, ensuring this is updated and that annual declarations are made.
- Provide support in dealing with telephone calls, client meetings and general office administration. Carry out any other duties to meet with the needs of the business.

**The Person**
- You will have excellent interpersonal skills; be enthusiastic self-motivated commercially aware and have the ability to manage your own time and work to multiple deadlines
- You will have excellent communication skills including: being able to communicate effectively with other team members senior members of staff third parties and work well in a team
- You will need to have great attention to detail and be able to work methodically and in a timely manner

**Must Haves**
- 3 or 4 years experience in the exact role or similar role (Tax)
- CTA or STEP qualified or part-qualified
- Hard-working attitude with a commitment to learning

**Benefits**
- A lot of socials
- Healthcare
- 6% Pension
- Holiday Purchase opportunities
- Employee assistance line

Hawk 3 Talent Solutions are acting as an employment agency on behalf of its client.

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£40,000.00 per year

Schedule:

- Day shift
- Monday to Friday

Work Location: In person

  • Tax & Trusts Solicitor

    3 days ago

    Bury St Edmunds, United Kingdom JMC Legal Recruitment Full time

    Tax & Trusts Solicitor | 2+ PQE | Bury St Edmunds A strong opportunity to join a well-established private client practice with a widely respected tax and trusts team at the heart of its lifetime planning, estates and wealth protection offering. The team is known for combining technical strength with clear, practical advice that helps clients manage complex...

  • Private Client Tax Manager

    24 hours ago

    Bury St Edmunds, United Kingdom Rutherford Briant Full time

    Are you fully qualified and looking for your next step in Private Client Tax?A respected and long-established practice in Bury St Edmunds is continuing to expand its tax offering. The firm works with a diverse portfolio of private clients including high-net-worth individuals, business owners, trusts and estates. They are now seeking a Private Client Tax...

  • Private Client Tax Manager/director

    2 weeks ago

    Bury St. Edmunds, United Kingdom Pro Talent Full time

    The portfolio ranges across the Private Client spectrum including high net worth individuals and families, business owners, company directors, land and property owners, entrepreneurs, retirees, and family trusts. This is an interesting and varied role which provides scope for personal and career development.You will head up the Private Client Tax team and...

  • Corporate Tax Manager

    2 weeks ago

    Bury Saint Edmunds, United Kingdom Hays Accounts and Finance Full time

    Corporate Tax Manager opportunity, based in Bury St Edmunds with Hybrid and flexible working with an established and growing firm. You will support the Corporate Tax Directors in delivering high-quality compliance and advisory services across a wide range of corporate clients. From R&D tax claims to complex restructuring projects, this role offers exposure...

  • Audit Associate

    7 days ago

    Bury St Edmunds, United Kingdom Blusource Professional Services Ltd Full time

    A successful and notable accountancy firm is looking to hire a key Audit Associate or Audit Executive in their Bury St Edmunds office. This is an exciting opportunity for Audit professionals, whether ACA/ACCA qualified, part-qualified, or junior auditors with practice experience, to work with a diverse range of clients and industries. The Role: As an Audit...

  • Audit Associate

    3 days ago

    Bury St Edmunds, United Kingdom Blusource Professional Services Ltd Full time

    A successful and notable accountancy firm is looking to hire a key Audit Associate or Audit Executive in their Bury St Edmunds office. This is an exciting opportunity for Audit professionals, whether ACA/ACCA qualified, part-qualified, or junior auditors with practice experience, to work with a diverse range of clients and industries. The Role As an Audit...

  • Associate Director of Nursing

    7 days ago

    Bury St. Edmunds, United Kingdom Norfolk and Suffolk NHS Foundation Trust Full time

    We are excited to be recruiting for an Associate Director of Nursing for West Suffolk Community and Specialist Services, based at Wedgwood House, Bury St Edmunds. In this role, you will work closely with the Associate Director of Operations and be supported by the locality triumvirate. While there is flexibility on your base, there is an expectation to be...

  • Nursing Associate

    1 week ago

    Bury St. Edmunds, United Kingdom West Suffolk NHS Foundation Trust Full time

    An exciting opportunity has arisen for a Band 4 Nursing Associate to join our Outpatients team. We are looking for a dynamic and highly motivated individual to join a team of dedicated and enthusiastic staff members who strive to deliver care of the highest quality. STAFF CAR PARKING Staff Car Parking on the West Suffolk Hospital Site is eligible for...

  • Corporate Tax Manager

    23 hours ago

    Bury Saint Edmunds, United Kingdom hays-gcj-v4-pd-online Full time

    Corporate Tax Manager opportunity, based in Bury St Edmunds with Hybrid and flexible working with an established and growing firm. You will support the Corporate Tax Directors in delivering high-qualitypliance and advisory services across a wide range of corporate clients. From R&D tax claims toplex restructuring projects, this role offers exposure to some...

  • Vat Associate Director

    7 days ago

    Bury St. Edmunds, United Kingdom RSM Full time

    As one of the world’s largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions - we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to...