Senior Tax And Trust Executive

2 weeks ago

Chichester, United Kingdom Brook Street Full time

Job Title: Senior Tax and Trust Executive

Location: Chichester

Salary: Competitive, commensurate with experience and ability

Hours: Full-time, 9am to 5.15pm, Monday to Friday

An excellent and exciting opportunity has arisen for a Senior Tax and Trust Executive to join our esteemed firm. This senior role encompasses extensive trust administration, accounting, and significant tax work, including the preparation of tax returns and associated compliance tasks.

Role Overview:

As a Senior Tax and Trust Executive, you will handle a variety of responsibilities involving trust and estate tax returns, personal tax returns, and client communication. This role includes both administrative and advisory duties and offers the chance to mentor junior staff members. You will be working closely with clients, HM Revenue & Customs, and third parties to ensure all compliance and deadlines are met.

Main Responsibilities:

Trust and Tax Compliance:

  • Prepare trust and estate tax returns, and personal tax returns, including related tax calculations using IRIS software.
  • Correspond with clients, HM Revenue & Customs, and third parties as required.
  • Monitor and adhere to deadlines related to trust and estate tax returns.

Trust Administration:

  • Prepare trust accounts.
  • Monitor deadlines for trusts and estates, such as ten-year charges and beneficial entitlements.
  • Handle day-to-day administration for clients.

Inheritance Tax:

  • Prepare inheritance tax returns for trusts and estates.

Advisory Work:

  • Provide ad hoc advisory services, such as advising on trust distributions.

Training and Mentoring:

  • Assist in training and mentoring junior staff members.
  • Carry out other tasks as required by the LLP.
Required Qualifications, Skills, and Experience:
  • A suitable professional qualification (e.g., STEP, ATT, CTA - part qualified).
  • Significant experience (2+ years) in a private client or trust department in a client-facing role.
  • Ability to work accurately, prioritise tasks, 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 using case management and tax software (ideally IRIS).
Benefits:
  • Competitive salary, commensurate with experience and ability.
  • Full-time, office-based role in one of our Chichester offices.

If you are a proactive and ambitious individual with a keen eye for detail and a commitment to client service, we invite you to apply for this exciting opportunity.

  • Senior Tax and Trust Executive

    3 days ago

    Chichester, United Kingdom Reed Full time

    Senior Tax and Trust ExecutiveLocation: ChichesterJob Type: Full-timeSalary: Competitive, commensurate with experience and abilityWe are looking for a skilled Senior Tax and Trust Executive to join our team in a challenging role that involves trust administration, accounting, and tax work.An opportunity has opened up for a Senior Tax and Trust Executive to...

  • Senior Tax And Trust Executive

    2 months ago

    Chichester, United Kingdom CareerBliss Full time

    Brook Street Recruitment are looking for a Senior Tax and Trust Executive. Senior role combining trust administration, accounting, and extensive tax duties, including tax return preparation and compliance. Client interaction expected. Responsibilities:1. Prepare trust, estate, and personal tax returns using IRIS software. Manage correspondence and...

  • Senior Tax And Trust Executive

    3 weeks ago

    Chichester, United Kingdom CareerBliss Full time

    Brook Street Recruitment are looking for a Senior Tax and Trust Executive. Senior role combining trust administration, accounting, and extensive tax duties, including tax return preparation and compliance. Client interaction expected. Responsibilities:1. Prepare trust, estate, and personal tax returns using IRIS software. Manage correspondence and...

  • Senior Tax And Trust Executive

    2 months ago

    Chichester, United Kingdom Brook Street UK Full time

    Brook Street Recruitment are looking for a Senior Tax and Trust Executive. Senior role combining trust administration, accounting, and extensive tax duties, including tax return preparation and compliance. Client interaction expected. Responsibilities:1. Prepare trust, estate, and personal tax returns using IRIS software. Manage correspondence and...

  • Senior Tax And Trust Executive

    3 weeks ago

    Chichester, United Kingdom Brook Street UK Full time

    Brook Street Recruitment are looking for a Senior Tax and Trust Executive. Senior role combining trust administration, accounting, and extensive tax duties, including tax return preparation and compliance. Client interaction expected. Responsibilities:1. Prepare trust, estate, and personal tax returns using IRIS software. Manage correspondence and...

  • Senior Tax And Trust Executive

    4 weeks ago

    Chichester, United Kingdom Brook Street UK Full time

    Brook Street Recruitment are looking for a Senior Tax and Trust Executive. Senior role combining trust administration, accounting, and extensive tax duties, including tax return preparation and compliance. Client interaction expected. Responsibilities:1. Prepare trust, estate, and personal tax returns using IRIS software. Manage correspondence and...

  • Senior Tax And Trust Executive

    3 weeks ago

    Chichester, United Kingdom Brook Street UK Full time

    Brook Street Recruitment are looking for a Senior Tax and Trust Executive. Senior role combining trust administration, accounting, and extensive tax duties, including tax return preparation and compliance. Client interaction expected. Responsibilities:1. Prepare trust, estate, and personal tax returns using IRIS software. Manage correspondence and...

  • Senior Tax and Trust Executive

    7 days ago

    Chichester, United Kingdom Chadwick Nott Full time

    Senior Tax and Trust Executive - ChichesterExcellent opportunity for an experienced Senior Tax and Trust Executive to join a friendly and successful law firm with multiple offices across West Sussex.This is a senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns and...

  • Senior Tax and Trust Executive

    2 months ago

    Chichester, West Sussex, United Kingdom Chadwick Nott Full time

    Senior Tax and Trust Executive - Chichester Excellent opportunity for an experienced Senior Tax and Trust Executive to join a friendly and successful law firm with multiple offices across West Sussex. This is a senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns...

  • Senior Tax and Trust Executive

    3 weeks ago

    Chichester, West Sussex, United Kingdom Chadwick Nott Full time

    Senior Tax and Trust Executive - Chichester Excellent opportunity for an experienced Senior Tax and Trust Executive to join a friendly and successful law firm with multiple offices across West Sussex. This is a senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns...

  • Senior Tax And Trust Executive

    2 months ago

    Chichester, United Kingdom Brook Street UK Full time

    Brook Street Recruitment are looking for a Senior Tax and Trust Executive. Senior role combining trust administration, accounting, and extensive tax duties, including tax return preparation and compliance. Client interaction expected. Responsibilities:1. Prepare trust, estate, and personal tax returns using IRIS software. Manage correspondence and...

  • Senior Tax And Trust Executive

    2 months ago

    Chichester, United Kingdom Brook Street UK Full time

    Brook Street Recruitment are looking for a Senior Tax and Trust Executive. Senior role combining trust administration, accounting, and extensive tax duties, including tax return preparation and compliance. Client interaction expected. Responsibilities:1. Prepare trust, estate, and personal tax returns using IRIS software. Manage correspondence and...

  • Senior Tax and Trust Executive

    2 months ago

    Chichester, United Kingdom Reed Full time

    Senior Tax and Trust Executive Location: ChichesterJob Type: Full-timeSalary: Competitive, commensurate with experience and ability Are you a Senior Tax & Trust Executive? Are you looking for a new challenge? Then look no further! An exciting opportunity has arisen for a Senior Tax and Trust Executive to join our team. This senior role encompasses...

  • Senior Tax and Trust Executive

    3 weeks ago

    Chichester, United Kingdom Reed Full time

    Senior Tax and Trust Executive Location: ChichesterJob Type: Full-timeSalary: Competitive, commensurate with experience and ability Are you a Senior Tax & Trust Executive? Are you looking for a new challenge? Then look no further! An exciting opportunity has arisen for a Senior Tax and Trust Executive to join our team. This senior role encompasses...

  • Senior Tax

    3 weeks ago

    Chichester, United Kingdom Reed Full time

    Senior Tax and Trust Executive Location: ChichesterJob Type: Full-timeSalary: Competitive, commensurate with experience and ability Are you a Senior Tax & Trust Executive? Are you looking for a new challenge? Then look no further! An exciting opportunity has arisen for a Senior Tax and Trust Executive to join our team. This senior role encompasses...

  • Senior Tax And Trust Executive

    3 weeks ago

    Chichester, United Kingdom Reed Full time

    Senior Tax and Trust Executive Location: Chichester Job Type: Full-time Salary: Competitive, commensurate with experience and ability Are you a Senior Tax & Trust Executive? Are you looking for a new challenge? Then look no further! An exciting opportunity has arisen for a Senior Tax and Trust Executive to join our team. This senior role...

  • Senior Tax And Trust Executive

    4 weeks ago

    Chichester, United Kingdom Brook Street Full time

    Brook Street Recruitment are looking for a Senior Tax and Trust Executive. Senior role combining trust administration, accounting, and extensive tax duties, including tax return preparation and compliance. Client interaction expected. Responsibilities: 1. Prepare trust, estate, and personal tax returns using IRIS software. Manage correspondence and...

  • Senior Tax And Trust Executive

    3 weeks ago

    Chichester, United Kingdom Brook Street UK Full time

    Brook Street Recruitment are looking for a Senior Tax and Trust Executive. Senior role combining trust administration, accounting, and extensive tax duties, including tax return preparation and compliance. Client interaction expected. Responsibilities:1. Prepare trust, estate, and personal tax returns using IRIS software. Manage correspondence and...

  • Tax / Trust Executive

    2 months ago

    Chichester, United Kingdom Legado Recruitment Full time

    Tax and Trust Executive - ChichesterOur ref 108 A senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns and associated compliance. This is working for our established / successful client based in Chichester. The role will include client contact and may extend beyond...

  • Tax and Trust Executive

    3 weeks ago

    Chichester, United Kingdom Legado Recruitment Full time

    Tax and Trust Executive - ChichesterOur ref 108 A senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns and associated compliance. This is working for our established / successful client based in Chichester. The role will include client contact and may extend beyond...