Tax & Trusts Administrator

4 weeks ago

Ipswich, United Kingdom Birketts Full time

Purpose of job

The purpose of the Trust Administrator role is to work within the Trusts & Fiduciary sub-team and assist with the administration of estates, the trust portfolio and work alongside and report to the Principal of the Trusts & Fiduciary Team. The Trust Administrator's role and responsibilities include:

- ensuring that trust income tax returns as well as capital gains tax and inheritance tax filings are scheduled and completed over the course of a tax compliance season.

- preparation of annual trust accounts for a portfolio of trusts using specialist accounting software.

- Conducting general trust administration and corresponding with trustees and other professional advisers.

- Preparation and submission of FATCA and CRS returns (where appropriate).

- Preparation and submission of Trust Registration Service (TRS) filings.

- Preparation of trustee minutes and resolutions.

- Quarterly review of trust fund investments and reporting to trustees on the same.

- Actively promoting the trust and tax function within the firm and externally.

- Working with existing clients to develop opportunities.

Accountabilities

The accountabilities of the role will involve primarily working with the Team Principal and with other members of the Tax & Trusts Team.

The candidate

Our ideal candidate will be someone who has experience dealing with all aspects of trust administration, including:

Experience of preparation of trust and personal tax returns and inheritance tax accounts for trusts Preparation of trust accounts Experience in a client facing role Experience in liaising with HMRC and third parties such as banks, land agents and stockbrokers have an understanding of the IHT aspects of trusts and tax planning A minimum of 2 years’ experience in personal tax (including tax compliance) and trust administration An understanding of accounts practices Working knowledge of Inheritance Tax  STEP or ATT, or ATII or similar qualification is desirable  Equal opportunities

We are committed to recruiting individuals on merits of suitability for each role, on the basis of qualifications and experience. All applications are treated fairly and equally regardless of sexual orientation, race, disability, religious beliefs and any other protected characteristic, ensuring that there are equal opportunities at all stages of the recruitment process.

Core Benefits 

· 25 days holiday (FTE) plus Bank Holidays

· Long Service holiday award – 1 extra week every 10 years continuous service

· Private Healthcare with BUPA (offered after probation is passed)

· Scottish Widows Pension Scheme (5% employer / 5% Employee)

· Staff Profit Share / Salary sacrifice (Pensions, Staff Profit Share)

· Life Assurance - 4 x salary / Permanent Health Insurance

· Paid ESG day (Environmental, Social and Governance)

· Enhanced Maternity/Paternity Leave

· Subsidised gym membership

· Electric car scheme

· Eye Care Voucher

· Agile Working Policy

· Dress for your Day Policy

Birketts is a flexible business which has embraced a hybrid working model where our colleagues enjoy a mix of home and office working. We welcome applications from people looking for flexible, agile and part time roles and we are happy to explore your preferred working patterns as part of your application.

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