Personal Tax and Trust Senior
Personal Tax & Trust Senior to join a Torbay based professional services firm
Pivotal role, with clear progression on offer within a growing team and firm.
About Our Client
A highly regarded and expanding professional services firm, with offices across Devon and further afield. Based in the Torbay area the firm has developed a strong reputation and standing across the region. The firms private client and trust department has experienced significant growth, acting for wide ranging HNWIs and trusts. Trust clients are varied relating to investments, property portfolios and other wide range of trust client and the firm has a growing private client offering servicing a range of individuals, directors and other clients. The business is planning for the future growth of the department with a key addition, offering technical skill development, progression and chance to carve a career path.
Joining as Personal Tax and Trust Senior you will carry out personal Tax Returns, Estate and Trust Tax Returns, with potential involvement with Estate and Trust Accounts and increasing involvement in Tax Planning as well with the chance to develop tax planning skills across IHT, CGT and other areas, as you develop within this business.
You will be responsible for preparing Personal, Trust and Estates Tax Returns and Trust Accounts and delivering a quality compliance service, taking on a portfolio of Tax and Trust administration cases, preparing and submitting annual self-assessment tax returns and computations, preparing documents and performance figures for annual Trustees meetings. You will collate and maintain client information, corresponding and dealing with client enquiries in relation to their personal tax issues and liabilities, ensuring any un-resolved issues are referred to the department manager; including the initial handling/ identification of both tax planning and tax investigation issues, with potential for involvement in advisory projects, assisting on the delivery of planning solutions and developing your technical tax skills.
The firm and role provides a superb opportunity to further your career in personal tax.
The Successful Applicant
You may be ATT qualified, qualified by experience, or studying qualifications, ATT or CTA, ACCA TEP etc and will have a background in an accountancy firm, or specialist tax firm in a tax compliance role, either as an experienced Tax Assistant or a Tax Senior, with several years experience focused in the sector with a strength in personal tax compliance. You may have a good level of experience in personal tax compliance, looking to further your experience on this side and have the chance to develop tax planning skills across CGT, IHT and other areas. Lastly you may have a more mixed, all round accounting background within an accounting firm, whilst bringing a decent level of personal tax compliance experience as part of your existing all around accounting and tax career so far, but will be looking to specialise your career down the personal tax route and carve your career down this discipline.
What's on Offer
Circa £25,000 - £32,000 dependent on the background and experience of the right professional, plus benefits, negotiable.