Trusts & Estates Senior/Semi-Senior

Michael Page; Weymouth; Hybrid; GBP 33,000 - 42,000; Full time

Job summary

A growing regional accountancy firm in Weymouth is seeking a Trusts & Estates Senior/Semi-Senior to provide expert support in the Tax department. The ideal candidate will have a strong understanding of trusts and estates taxation, relevant qualifications, and experience in preparing tax returns. This position offers a competitive salary between £33,000 and £42,000, opportunities for career development, and a collaborative working environment.

Benefits

Competitive salary

Career development opportunities

Supportive working environment

Qualifications

• Experience in preparing and reviewing tax returns for trusts and estates.
• Proficient in using tax software and related tools.

Responsibilities

• Prepare and review tax returns for trusts and estates.
• Provide strategic advice on trust and estate planning.
• Assist with inheritance tax planning and computations.
• Support the Tax department with complex tax planning projects.

Skills

Strong understanding of trusts and estates taxation

Analytical skills

Detail-oriented approach

Excellent client service

Education

Relevant professional qualifications or part-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!