Trusts & Fiduciary Executive

2 months ago

Bristol, United Kingdom Birketts Full time

Purpose of job

The purpose of the Trusts & Fiduciary Executive role is to work within the Trusts & Fiduciary sub-team and administer a portfolio of trusts as well as assist with the administration of estates and associated compliance. This opportunity will involve primarily working with the Team Principal and with other members of the Tax & Trusts Team.

Accountabilities

The role and responsibilities include:

Administering a portfolio of trust on behalf of our trustee clients. 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 your portfolio of trusts using specialist accounting software. Conducting general trust administration for the wider team 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 and complex estate 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. 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 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, ATT or ACCA 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.

Benefits

One of the best things about joining Birketts is our rewards package. At Birketts we are appreciative of the people who work for us and our rewards package is reviewed regularly to reflect that. A competitive salary and benefits package is given but you can also expect a great team and supportive colleagues, a strong focus on diversity, inclusion and equal opportunities, a programme of wellbeing and mental health support and structured career development and study support.

25 days holiday (FTE) plus Bank Holidays rising with service Long Service holiday award – 1 extra week every 10 years continuous service Private Healthcare - 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 (Environmental, Social and Governance) day Enhanced Maternity/Paternity Leave Season Ticket Loan Gym Flex membership Electric car scheme Dress for your Day Policy Agile Working 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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