Senior Personal Tax & Trust Advisor (Flexible Working)

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

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