Senior Trusts & Estates Tax Specialist

Stafffinders; Carlisle; Híbrido; GBP 38.000 - 54.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work

Pension with Life Cover

Annual Leave Purchase

Smart Working Policy

Employee Assistance Programme

Flu jabs & eye tests

Introductory Commission

Employee Referral Scheme

CPD support

Professional membership fees

Descripción de la vacante

Stafffinders is seeking a Senior Trusts and Estates Tax Assistant to join our Private Client Tax team in Cumbria. You'll handle a varied portfolio of trusts and estates, gaining exposure to compliance and advisory work across Inheritance Tax, Capital Gains Tax and succession planning.

The role offers a hybrid working pattern (3 days in the office) with flexibility, plus a comprehensive benefits package and ongoing CPD opportunities.

Formación

• Two years' practical experience in Trusts and Estates Tax compliance within an accountancy practice or law firm.
• Good understanding of TRS requirements, trust administration, Inheritance Tax, Capital Gains Tax and Income Tax.

Responsabilidades

• Prepare Trust and Estate Tax Returns
• Manage a portfolio of trusts and estates
• Liaise with clients, trustees, executors and intermediaries
• Support trust and estate administration
• Assist with Inheritance Tax and Capital Gains Tax matters
• Contribute to succession and tax planning projects
• Identify potential tax planning opportunities
• Liaise with HMRC on compliance matters and enquiries
• Support new client onboarding and compliance documentation
• Keep up to date with trust and estate tax legislation
• Collaborate with colleagues to deliver excellent client service

Conocimientos

Trusts and Estates Tax compliance

Client liaison

Attention to detail

Organization

Communication

Educación

AAT/ATT/CTA qualified or part-qualified

Descripción del empleo

Stafffinders is seeking a Senior Trusts and Estates Tax Assistant to join our Private Client Tax team in Cumbria. You'll handle a varied portfolio of trusts and estates, gaining exposure to compliance and advisory work across Inheritance Tax, Capital Gains Tax and succession planning.

The role offers a hybrid working pattern (3 days in the office) with flexibility, plus a comprehensive benefits package and ongoing CPD opportunities.