Personal Tax and Trust Senior

ACCA Careers; Highweek; On-site; GBP 35,000 - 46,000; Full time

Benefits offered by this job

Flexitime

Flexible working

Job summary

ACCA Careers in Newton Abbot is seeking a Personal Tax and Trust Senior to manage a portfolio of Personal Tax, Trust and Estate matters, ensuring high-quality compliance and timely self-assessments. The role offers scope for expanding into advisory work and planning solutions as you develop within the growing practice.

The successful candidate will have ATT/CTA/TEP or equivalent, with several years’ experience in tax and trusts, and a background in professional services or a law/accountancy

Qualifications

• Experience in personal tax and trust administration within an accountancy, legal, or specialist tax firm.
• Portfolio management for Tax and Trust cases including self-assessment computations.

Responsibilities

• Prepare and administer Personal, Trust and Estate Tax Returns and Trust year end accounts.
• Maintain contact with clients and HMRC to ensure excellent client service.
• Involve in advisory projects and planning solutions as you progress.

Skills

Personal tax

Trust administration

Client service

Tax compliance

Education

ATT/CTA/TEP qualification

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.