Tax & Trust Executive

Chichester | £ Negotiable | KL108

Executive Opportunity: Senior Appointment in Trust Administration, Accounting, and Tax

Are you an accomplished executive with a proven track record in trust administration, accounting, and tax? We seek a dynamic individual for a senior appointment that demands extensive expertise in these critical areas.

As an integral member of our team, you will oversee trust administration and accounting functions while also spearheading complex tax matters, including the preparation of tax returns and associated compliance.

Our Client

Our client, a premier law firm in the South of England, specialises in a broad spectrum of legal services, from handling private client affairs such as wills and probate to real estate and business services.

Their forward-thinking ethos, combined with a warm and welcoming atmosphere, aims to foster an entrepreneurial spirit, empowering their team to innovate and excel.

Responsibilities

 The role will include client contact and may extend beyond the primary responsibilities listed below.

  • Trust and Estate tax returns and personal tax returns, including related tax calculations using the firm’s software (IRIS).
  • All related correspondence with clients, HM Revenue & Customs and third parties as required.
  • Monitoring and working to deadlines.
  • Preparing Trust accounts.
  • Monitoring deadlines on Trusts and Estates such as ten yearly charges and beneficial entitlements.
  • Dealing with day-to-day administration.
  • Inheritance Tax returns for Trusts and Estates.
  • Ad hoc advisory work, such as advising on Trust distributions.
  • Assisting in the training and mentoring of junior members of staff.
  •  Carry out other tasks as and when required by the LLP.

Requirements

  • A suitable professional qualification – e.g. STEP, ATT, CTA (part qualified)
  • Significant experience (2 years+) of working in a private client or trust department in a client-facing role
  • Ability to work accurately, prioritise work 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 in using case management and tax software (ideally IRIS)

Application Process

 If you are a dedicated professional eager to make your mark we welcome you to submit your CV. Alternatively, you can drop an email to Keith at keith@legadorecruitment.co.uk expressing your interest and outlining your qualifications.

Job Reference

 KL108

Job Type: Full-time

Salary: Negotiable

Schedule:

  • Monday to Friday 9am to 5:15pm

Ability to Commute:

  • Chichester (required)

Work Location: In person