Trusts & Estates Senior/Semi-Senior

Michael Page; England; On-site; GBP 33,000 - 42,000; Full time

Job summary

A well-regarded accountancy firm in the UK is seeking a Trusts & Estates Senior/Semi-Senior to provide expert support in the Tax department. This role involves preparing tax returns, offering strategic advice to clients, and collaborating with other teams. The ideal candidate will have relevant qualifications and experience in trusts and estates taxation, along with good analytical skills. A competitive salary and opportunities for career development are offered in a supportive working environment.

Benefits

Competitive salary

Career development opportunities

Collaborative working environment

Qualifications

• Experience in preparing and reviewing tax returns for trusts and estates.
• Good analytical skills and detail-oriented approach.
• Commitment to delivering excellent client service.

Responsibilities

• Prepare and review tax returns for trusts and estates.
• Provide strategic advice on trust and estate planning.
• Assist with inheritance tax planning.

Skills

Understanding of trusts and estates taxation

Analytical skills

Client service

Education

Relevant professional qualifications in tax or accountancy

Tools

Tax software

Job description

This is an exciting opportunity for a Trusts & Estates Senior/Semi-Senior to join a growing South-Western firm in either their Weymouth or Bristol offices. The role involves providing expert support in the Tax department, ensuring compliance and offering strategic advice to high-value Trusts & Estates clients.

Client Details

This growing accountancy firm is well-regarded within the industry and operates as a mid-sized firm. They are committed to delivering high-quality services to their clients and fostering professional growth among their team members.

Description

• Prepare and review tax returns for trusts and estates, ensuring accuracy and compliance with regulations.
• Provide strategic advice on trust and estate planning to clients.
• Assist with inheritance tax planning and computations.
• Maintain up-to-date knowledge of relevant tax legislation and its application.
• Communicate effectively with clients, addressing their queries and providing tailored solutions.
• Support the Tax department with complex tax planning projects.
• Collaborate with other teams within the firm to provide comprehensive client service.
• Identify opportunities for process improvements and contribute to their implementation.

Profile

A successful Trusts & Estates Senior/Semi-Senior should have:

• A strong understanding of trusts and estates taxation.
• Relevant professional qualifications or part-qualifications in tax or accountancy.
• Experience in preparing and reviewing tax returns for trusts and estates.
• Good analytical skills and a detail-oriented approach.
• Proficiency in using tax software and related tools.
• A commitment to delivering excellent client service.

Job Offer

• Competitive salary ranging from 33,000 to 42,000 GBP.
• Opportunities for career development within the professional services industry.
• Supportive and collaborative working environment in Bristol or Weymouth.
• Potential benefits package to be confirmed.

If you are ready to take the next step in your career as a Trusts & Estates Senior/Semi-Senior, apply now!