Trusts Tax Senior

Clark Wood - Tax Recruitment; Newcastle upon Tyne; Sur place; GBP 42 000 - 62 000; Plein temps

Résumé du poste

Clark Wood is seeking an experienced Trusts Senior to join its Private Client Tax team in Newcastle. You will manage a portfolio of trusts and estates, acting as a key contact for clients, trustees and intermediaries, and prepare tax returns, accounts and related calculations.

The role offers a path for career development within a growing team, with exposure to complex trust work and ongoing training. Applicants should have relevant qualifications and 2+ years' experience in trusts & estates tax

Qualifications

• Qualified or working towards AAT/ATT/CTA; or equivalent experience.
• At least two years' experience in Trusts & Estates tax compliance.
• Experience in accountancy or legal practice.
• Knowledge of Inheritance Tax, CGT and Income Tax for trusts and estates.
• Understanding of Trust Registration Service (TRS) requirements.
• Strong client relationships and communication.
• Excellent attention to detail and ability to meet multiple deadlines.
• Proactive, commercial approach to issues and opportunities.

Responsabilités

• Manage a portfolio of trusts and estates and serve as main client contact.
• Prepare trust and estate accounts, tax returns, IHT forms and related calculations.
• Advise on trust administration, distributions, tax payments and wind-ups.
• Assist with succession and estate planning projects.
• Liaise with HMRC on compliance matters.
• Identify tax planning opportunities and escalate as needed.
• Ensure risk and compliance procedures are followed during onboarding.
• Keep up to date with trust and estate legislation and HMRC practice.
• Support process improvements and implementation of changes.

Connaissances

Client relationship

Communication

Organisational skills

Attention to detail

Deadline management

Proactive approach

Formation

AAT/ATT/CTA qualification or equivalent experience

Description du poste

Trusts Senior – Newcastle

Competitive Salary | Career Development | Private Client Tax

Clark Wood is working with a large, highly regarded regional practice seeking an experienced Trusts Senior to join its growing Private Client Tax team in Newcastle.

This is an excellent opportunity to manage a portfolio of trusts, estates and high-net-worth individuals, while developing your technical and advisory skills across a broad range of private client matters.

Your responsibilities will include:

• Managing a portfolio of trusts and estates, acting as a key contact for clients, trustees, executors and intermediaries.
• Preparing trust and estate accounts, tax returns, inheritance tax forms and related calculations.
• Advising on trust administration, distributions, tax payments and trust wind-ups.
• Assisting with succession, estate planning and other private client advisory projects.
• Liaising with HMRC on compliance matters and enquiries.
• Identifying tax planning opportunities and escalating these where appropriate.
• Obtaining and reviewing information from clients and third parties.
• Supporting client onboarding and ensuring appropriate risk and compliance procedures are followed.
• Keeping up to date with changes in trust and estate legislation and HMRC practice.
• Identifying opportunities to improve internal processes and supporting implementation of changes.

About You

You will ideally have:

• AAT, ATT or CTA qualification/part-qualification, or equivalent experience.
• At least two years' practical experience in Trusts & Estates tax compliance.
• Experience gained within an accountancy or legal practice.
• Knowledge of Inheritance Tax, Capital Gains Tax and Income Tax as they apply to trusts and estates.
• An understanding of Trust Registration Service (TRS) requirements.
• Strong client relationship, communication and organisational skills.
• Excellent attention to detail and the ability to manage multiple deadlines.
• A proactive, commercial approach to identifying issues and opportunities.

This is an excellent opportunity for an experienced Private Client Tax professional looking to develop their career within a supportive and growing team, with ongoing training and exposure to complex trust and estate work.

For further info on this role, or a discreet initial conversation, please contact Rich Clark at Clark Wood - [e-mail] - Mobile: [phone]