Personal Tax Senior, Trust tax and accounts Senior, Trust Senior

TN United Kingdom; Axminster; On-site; GBP 35,000 - 45,000; Full time

Job summary

An established industry player is seeking a Personal Tax Senior to join their expanding team in Axminster. This role offers the chance to work with high-net-worth individuals and trusts, providing comprehensive tax compliance and planning services. You'll be responsible for preparing tax returns, managing client portfolios, and ensuring high-quality service delivery. With a focus on professional growth, this position provides excellent benefits, competitive salaries, and flexible working arrangements, making it an exciting opportunity for those looking to advance their careers in tax and trusts.

Benefits

Flexible working arrangements

Competitive salaries

Excellent benefits

Flexitime

Qualifications

• Several years of experience in an accountancy or specialist tax firm.
• Strong interest in developing skills in trust accounts and administration.

Responsibilities

• Prepare personal, trust, and estate tax returns and year-end accounts.
• Manage a portfolio of tax and trust administration cases.

Skills

Personal Tax Compliance

Trust Tax Compliance

Tax Planning

Client Management

Education

ATT/CTA or TEP qualification

Qualified by experience

Job description

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Personal Tax Senior, Trust tax and accounts Senior, Trust Senior, Axminster

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Client:

Page Personnel

Location:

Axminster

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

06921d70a234

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

• Personal Tax & Trust Senior to join an expanding firm in Axminster.
• Responsibilities include personal tax, trusts tax & accounts compliance, tax planning, and progression.

About Our Client

A highly regarded and expanding professional services firm based in Axminster. The firm has a successful private client and trust department undergoing significant growth, acting for high-net-worth individuals (HNWIs) and trusts. The trust clients are varied, relating to investments, property portfolios, and other trust services. The firm offers excellent benefits, competitive salaries, flexitime, and flexible working arrangements.

Job Description

You will be responsible for preparing personal, trust, and estate tax returns, trust year-end accounts, and delivering quality compliance services. You will manage a portfolio of tax and trust administration cases, prepare and submit annual self-assessment tax returns and computations, and prepare documents and performance figures for annual trustees' meetings. There may be opportunities to be involved in advisory projects, assist in planning solutions, and develop your technical tax skills. You will also prepare forms related to investments and draft responses to client queries. Maintaining direct contact with clients, HMRC, and investment brokers is essential to provide excellent client service. This role offers a superb opportunity to advance your career in tax and trusts.

The Successful Applicant

Applicants may be ATT/CTA or TEP qualified, qualified by experience, or studying for these qualifications. Candidates should have several years of experience in an accountancy or specialist tax firm, with a focus on personal tax. Experience in trust administration is beneficial, but a strong interest in developing skills in trust accounts and administration is also valuable.

What's on Offer

A salary of £35,000 - £45,000+ depending on experience, plus benefits. Salary is negotiable.