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Tax Executive

4 months ago


Chichester, West Sussex, United Kingdom Douglas Scott Legal Recruitment Full time
Tax ExecutiveChichesterSalary NegotiableA fantastic, leading firm in Chichester, known to us as a client for many years are keen to add an experienced Tax Executive to their already impressive team.Based in well-equipped offices in an impressive setting, close to commuter links, the Tax Executive will benefit from working with a cohesive team of Legal Professionals including Partners, Fee Earners and Support team to deliver a high quality of a full range of duties in Chichester.Duties and responsibilities of the Tax Executive:
  • Trust and Estate tax returns and personal tax returns, including related tax calculations using the firm’s software (IRIS). All related correspondence with clients, HM Revenue & Customs and third parties as required. Monitoring and working to related deadlines.
  • Preparing Trust accounts.
  • Monitoring deadlines on Trusts and Estates such as ten yearly charges and beneficial entitlements.
  • Dealing with the day-to-day administration on clients.
  • Inheritance Tax returns for Trusts and Estates.
  • Ad hoc advisory work, such as advising on Trust distributions.
  • Assisting in the training and mentoring of junior members of staff.
  • To carry out other tasks as and when required by the LLP.
Skills Required:
  • A suitable professional qualification – e.g. STEP, ATT, CTA (part qualified)
  • Significant experience (2 years+) of working in a private client or trust department in a client facing role
  • Ability to work accurately, prioritise work and adhere to critical deadlines
  • Excellent interpersonal skills with the ability to communicate at all levels
  • Proactive and ambitious, with a willingness to challenge in the best interest of the client
  • IT literate, with experience of using case management and tax software (ideally IRIS)
The firm are offering 25 days holiday plus bank holidays, and a range of competitive benefits. If you are an experienced Tax Executive, based in or near Chichester, please get in touch for confidential consideration or send your CV to