Trust Tax Assistant

Recruitment Avenue; London; On-site; GBP 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a Trust Tax Assistant to join their Private Clients Trust team. This role involves preparing trust accounts and tax returns, providing organized support, and ensuring compliance with HMRC deadlines. The ideal candidate will possess excellent communication skills, initiative, and strong organizational abilities. This position offers a unique opportunity for professional growth, including support for further qualifications. If you're methodical, enjoy working in a team, and are eager to develop your career within trusts, this is the perfect role for you.

Qualifications

• GCSE in Maths and English Language at grade C or above is essential.
• An accounting qualification or degree in accounting is preferred.

Responsibilities

• Prepare trust accounts and tax returns based on client information.
• Provide administration services to trustees and maintain compliance.
• Develop strong relationships with clients and meet deadlines.

Skills

Communication Skills

Organizational Skills

Initiative

Team Working

Prioritization Skills

Education

Maths at GCSE

English Language at GCSE

A Level Standard Education

Accounting Qualification (AAT/ACCA)

Degree in Accounting

Tools

CCH Trust Accounts Software

Job description

Job Title – Trust Tax Assistant

Job Location – London

Our client is recruiting a trust tax assistant to assist in preparing trust accounts and tax returns and to provide organised and professional support to the Private Clients Trust team.

To apply for the role you must have excellent communication skills, initiative, and the ability to organise yourself is essential.

Responsibilities

1. Accounts and Tax Returns
2. Prepare self-assessment tax returns and computations by entering source information provided by clients, and other associated tasks.
3. Prepare trust and deceased estate accounts by completing these from information provided by clients and their professional advisors.
4. Prepare Inheritance Tax returns for periodic and exit charges.
5. Provide ad-hoc administration services to trustees e.g. arranging payments to beneficiaries, settlement of third party invoices and tax liabilities.
6. Administration and compliance work in relation to charitable trusts.
7. Delivery of client work to meet Trustees’ or HMRC deadlines.
8. Ability to develop good working relationships with clients and team members.
9. Attend training courses as identified in order to develop both technical and personal skills.
10. Adhere to the firm’s risk management policies and procedures.
11. Communicate workload with line manager or partner.
12. Undertake other duties to meet the demands of the business.
13. Liaise with HMRC and other professionals regarding client affairs.
14. Maintain an up to date understanding of trust matters.

Personal Specification:

Education and qualifications

1. Maths and English Language at GCSE (at grade C’s or above)
2. A level standard (or equivalent) of general education
3. An accounting qualification such as AAT or ACCA, or a degree in accounting

Desirable

1. Experience of working in an accounts department.
2. Understanding of CCH Trust accounts software

Personal Attributes

1. Methodical and accurate
2. Strong team working, prioritisation and organisational skills

Professional

Have a positive attitude towards training and a career opportunity within trusts. The candidate will be expected to study towards the ATT qualification and a full study package will be provided.