Hybrid Trust Tax Specialist - Yeovil Private Client

Chadwick Nott; Yeovil; Hybrid; GBP 45,000 - 75,000; Full time

Benefits offered by this job

Competitive salary and benefits package

Hybrid and flexible working arrangements

25 days' holiday plus bank holidays

Private healthcare

Pension scheme and life assurance

Corporate gym membership discounts

Career development opportunities

Job summary

A regional law firm in Yeovil is seeking a Trust Tax Specialist for its Private Client department. The role involves administering trusts, preparing tax returns, and managing tax liabilities. Ideal candidates will have experience in trust taxation and administration, be able to manage a caseload independently, and possess strong interpersonal skills. This full-time position offers a competitive salary and benefits package, along with hybrid working arrangements.

Qualifications

• Experience in trust and estate taxation and the preparation of trust accounts.
• Ability to manage your own caseload with limited supervision.
• A proactive, ambitious mindset and the ability to see the bigger picture.

Responsibilities

• Administer trusts and distribute assets to beneficiaries.
• Prepare tax returns for individuals, trustees, and executors.
• Manage trust related tax liabilities for efficient outcomes.
• Handle trust registration compliance and online filing.

Skills

Trust and estate taxation experience

Understanding of trust administration

Strong organisational skills

Excellent interpersonal skills

Ability to manage own caseload

Education

Accountancy background or private client experience

Job description

A regional law firm in Yeovil is seeking a Trust Tax Specialist for its Private Client department. The role involves administering trusts, preparing tax returns, and managing tax liabilities. Ideal candidates will have experience in trust taxation and administration, be able to manage a caseload independently, and possess strong interpersonal skills. This full-time position offers a competitive salary and benefits package, along with hybrid working arrangements.