Personal Tax and Trust Senior

Michael Page Finance; Devon and Torbay; On-site; GBP 35,000 - 46,000; Full time

Benefits offered by this job

Flexitime

Flexible working

Excellent benefits

Job summary

Michael Page Finance is seeking a Personal Tax and Trust Senior to join their Newton Abbot team. You will prepare Personal, Trust and Estate Tax Returns and year-end trust accounts, with potential advisory work as you progress. You should hold ATT/CTA/TEP qualifications or be studying, with experience in an accounting or tax-focused firm.

The role offers flexitime, flexible working and excellent benefits, with a salary in the £35,000–£46,000 range plus benefits.

Qualifications

• Experience with Personal Tax, Trust and Estate tax returns and year-end trust accounts.
• Ability to prepare self-assessment computations and liaise with HMRC.
• Proven client service skills and ability to develop advisory work over time.

Responsibilities

• Prepare and administer Personal, Trust and Estate Tax Returns and trust year end accounts.
• Deliver a high-quality compliance service and manage a portfolio of tax/trust cases.
• Prepare IHT100 and IHT418 and SA900 returns where needed.
• Potential involvement in planning projects and advisory work as you progress.

Skills

Personal tax

Trust administration

Tax compliance

Client communication

Education

ATT/CTA/TEP qualifications

Job description

A highly successful and growing professional services firm has a requirement for a Personal Tax and Trust Senior to join their team based in Newton Abbot as a key addition providing Personal Tax compliance, Estate and Trust Tax return and year end trust accounts services, with increasing involvement in tax planning and advisory work as you progress and develop within this growing firm.

Client Details

A highly regarded and expanding professional services firm, based in Newton Abbot. The firm has a successful and growing private client and trust department undergoing 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. The firm provides excellent benefits and competitive salaries, flexitime and flexible working.

Description

Joining as Personal Tax and Trust Senior based in Newton Abbot You will be responsible for preparing and administrating Personal, Trust and Estate Tax Returns and Trust year end accounts, 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 prepare IHT100 and IHT418, SA900 returns and there will be potential for involvement in advisory projects, assisting on the delivery of planning solutions and developing your technical tax skills. You will maintain direct contact with clients, HMRC maintaining an excellent client service. The firm and role provides a superb opportunity to further your career in tax and trusts.

Profile

For this Personal Tax and Trust Senior role the firm is looking to consider across a range of experience so you may any of: ATT / CTA or TEP qualified, qualified by experience only, or studying for any of these qualifications. You will have a career background developed within in an accountancy or legal firm, or specialist tax firm with at least several years experience focused across any mix of personal tax and trust administration and you will be looking to further your career within this field, within a growing, highly successful firm

Job Offer

£35,000 - £46,000 + dependent on the background and experience of the right professional, plus benefits, negotiable.