Role details

Trust Senior - Trusts, Estates and Charities

London   •  Permanent

Bullet points

  • Central London Firm
  • Complex and interesting portfolio

About Our Client

This is a single-site full services firm based in Central London and one of the largest single office practices in the UK

Job Description

  • Completion of accounts, tax returns for trusts, estates and charities - Producing accurate and clear working papers, organisation of source data and accurate input onto Troika and MYO
  • Analysing clients' affairs comprehensively and assisting junior staff to spot opportunities for clients
  • Suggesting appropriate planning strategies for clients and ensuring that the firm's position is considered
  • Annual compliance checks - Ensuring departmental procedures are complied with, all tax payments made promptly and correctly and ensuring all review forms properly completed
  • Responsibility for billing management of clients
  • Help with training and reviewing of junior staff members' work, as necessary - Help with ensuring work produced by junior staff is technically correct and in an appropriate style and reviewing their WIP input

The Successful Applicant

  • CTA or STEP qualified
  • Excellent communication skills - both written and oral
  • A well developed sense of client service
  • Solid technical background particularly in relation to tax planning for clients and all round direct tax knowledge
  • Good commercial awareness for firm and clients and demonstrate good judgment in dealing with client's affairs
  • Supervisory skills - experience in supporting junior staff
  • Ability to demonstrate initiative and pro-activity with regard to providing advice to clients

What's on Offer

  • Competitive salary and benefits
  • Great firm

Apply for this job

Click the Apply or LinkedIn button below or contact Sara-Louise Olsson on +44 20 7269 2318 quoting job reference 13487307
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