Chichester, Sussex
Job Description
Senior Tax and Trust Executive
Chichester
Competitive salary depending on experience and qualifications.
A respectable law firm are seeking an ambitious and motivated Senior Executive to join the Private Client team, specifically to work on Tax, Trusts and Estates matters in their Chichester office.
Successful applicants will have strong experience within accountancy or Tax and Trusts matters across the board and confident in working with Trustees, Stockbrokers and Investment Managers as well as wealthy private clients.
Duties will include:
Dealing with the day-to-day administration on clients.
Inheritance Tax returns for Trusts and Estates.
Preparing Trust accounts.
Ad hoc advisory work, such as advising on Trust distributions.
To carry out other tasks as and when required by the LLP.
Trust and Estate tax returns and personal tax returns, including related tax calculations using the firm''s software (IRIS).
Correspondence with clients, HM Revenue & Customs and third parties as required. Monitoring deadlines on Trusts and Estates such as ten yearly charges and beneficial entitlements.
Desired Skills:
A suitable professional qualification - e.g. STEP, ATT, CTA (part qualified)
2 years+ experience working in a private client or trust department in a client facing role
Ability to work accurately, prioritise work and adhere to critical deadlines
Excellent interpersonal skills with the ability to communicate at all levels
Proactive and ambitious, with a willingness to challenge in the best interest of the client
IT literate, with experience of using case management and tax software (ideally IRIS)
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