Personal Tax and Trust Senior

Michael Page; Newton Abbot; On-site; GBP 35,000 - 45,000; Full time

Job summary

A professional services firm in Newton Abbot is seeking a Personal Tax and Trust Senior to manage tax compliance and advisory work. This role involves preparing tax returns and accounts, client interaction, and potential advisory projects. Candidates should have relevant tax qualifications and experience, with a focus on personal tax and trust administration. The firm offers a competitive salary and benefits.

Benefits

Competitive salary

Flexible working hours

Negotiable benefits

Qualifications

• Several years of experience in a tax role, preferably in an accountancy or specialist tax firm.
• Strong background in personal tax and some knowledge in trust administration.
• Demonstrated interest in technical tax skills and advisory work.

Responsibilities

• Prepare Personal, Trust and Estate Tax Returns and Trust year-end accounts.
• Deliver quality compliance service and manage a portfolio of Tax and Trust admin cases.
• Maintain direct contact with clients and relevant authorities for excellent service.

Skills

Personal tax compliance

Trust administration

Client communication

Education

ATT / CTA or 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 withiin this growing firm.

Client Details

A highly regarded and expanding professional services firm, based in Newton Abbot. The firms 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

You will be responsible for preparing 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. There will be potential for involvement in advisory projects, assisting on the delivery of planning solutions and developing your technical tax skills. Additionally you will be responsible for preparing all additional forms relating to investments and draft letters in response to all queries relating to your client of portfolios. You will maintain direct contact with clients, HMRC, and investment brokers in the delivery of 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 you may any of ATT / CTA or TEP qualified, qualified by experience, or studying for these qualifications and will have a background in an accountancy firm, or specialist tax firm in a tax role, with several years experience focused in the sector with a strength in personal tax and any Trust Administration would be beneficial, or you will have a good level of experience in personal tax, looking to further your experience on this side and develop the skills on Trust accounts and administration, demonstrating an interest on this specialism..

Job Offer

£35, 000 - £45,000 +, dependent on the background and experience of the right professional, plus benefits, negotiable.