The current portfolio of clients consists predominantly of UK estates and both interest in possession and discretionary trusts where both compliance and advice to families and executors/trustees is necessary. The role involves planning, monitoring deadlines and liaising with regulatory authorities. The key focus is on providing excellent client care as well as implementing business development initiatives. Therefore, to be successful in this role you must be comfortable initiating and developing business opportunities and able to build strong relationships with your clients.
Key responsibilities:
§ Improving the systems for trust tax compliance.
§ Control of the trust and estate tax area of the department.
§ Dealing with all correspondence and advice on client trust tax matters.
§ Assisting managers and partners with their client needs.
§ Assisting Taxation Partner with more complex enquiries and planning
§ Involvement in any enquiry matters.
§ Maintaining regular communication with all clients and related 3rd parties
§ Training and developing tax trainees for an assistant role
§ Assistance with the development of the role in the context of the firm's needs.
§ Being a part of the firm's private client tax team and assisting with technical back-up
Who we're looking for
Candidates should ideally hold ATT, CTA or STEP qualification.Ideally ATT, CTA candidates will have an interest to pursuing theSTEP qualification. § In-depth knowledge and understanding of the UK taxation requirements
§ Experience in trust and private client tax planning
§ Ability to communicate effectively at all levels
§ Ability to provide excellent client care
§ Strong relationship building, networking and business development skills
About our client
One of the UK's top 20 independent accountancy firms in the South East and a leading adviser to owner-managed businesses in the region.
What's on offer
23.5 days holiday, Life Insurance, employer's pension contribution. Private Health Insurance & CCV are available through salary sacrifice.
Michael Page Contact For further info, apply or phone on +44 (0) 118 950 9671. Job Ref: 13212058 Your application will be sent to Mark Noades.
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