Trusts & Estates Administrator

2 weeks ago

Bristol, United Kingdom Pertemps Network Group Full time

**Job Description**:
The Company
Established, friendly Accountancy firm based in the Southwest have an opportunity for a Trusts and Estates Administrator to join their Bristol firm. An excellent opportunity to join an expanding team
A very competitive salary is on offer depending on experience. A very competitive salary is on offer depending on experience. There is flexibility to work approx. 2 days per week from home (3 in the office). Working hours are generally 08.30 - 5.00 / 09.00 - 5.30 pm.
Joining a collaborative, forward thinking and multi-award-winning firm, you will have benefits including:

- 25 days plus 8 Bank Holidays (able to carry up to 5 days holiday in to the next year)- Closure between Christmas and New Year- Annual salary reviews- Payment of any professional subscriptions or accreditations relevant to your role- Support with funding your training- Life Insurance 3 times your basic salary- Access to virtual GP and health checks- Contributory pension, with the employer contributing 5 %- Flexible benefits options (Buy or Sell holiday, BUPA private medical insurance, BUPA Cash Plan, Electric Car Scheme)- Social discounts,- Lots of social and charity eventsThe role
- Joining a growing team, you will support in the preparation of trust accounts, annual tax returns and R185's
- Preparation of inheritance tax ten-year charge and exit charge and calculation of tax
- Deal with day-to-day admin of a trust portfolio
- Assist with estate admin, including the preparation of the IHT 400 and tax calculation
- Review HMRC account for clients
- Prepare CGT 60-day reporting and calculation CGT due

The Person
- Ideally studying towards the STEP qualification or ATT/AAT (not essential)
- Previous practice experience
- Excellent people skills
- Strong work ethic

Please click on apply, or call Lucy at Pertemps Bristol on 0117 9226500

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