I'm working with an outstanding mid-tier firm who are actively looking for a Trust consultant to join their already established team. This team gives you the opportunity to hit the ground running and offers the mentorship & development you want when progressing in your career.
This would be an ideal endeavour for a Private Client tax specialist, interested in specialising in Trust & Estates. The firm can offer some outstanding benefits with the flexibility needed for anybody looking for work/life balance.
This firm can offer:
- 25 days holiday + bank holidays
- Private medical health care
- Hybrid working - 3 days in the office
- Flexibility - core hours of 10am-4pm
- Bonus structure
- A highly convenient gym on-site
Responsibilities
- Responsible for a varied portfolio of UK resident and charitable trusts, including ensuring key deadlines for annual accounts and tax compliance are met.
- Reviewing work prepared by members of the team, input into their training and mentoring.
- Assisting with advisory work and ad-hoc matters, including high level taxation and general advice regarding Inheritance Tax
- Liaising with tax, accounts and financial planning teams, as appropriate, to ensure a joined-up approach.
- Monitoring budgets, own chargeability and raising fee notes
- Experience of charitable trusts, probate work and estate accounts advantageous but not essential, with an opportunity for development in those areas!
Key characteristics
- ATT Qualified and either studying or looking to study CTA/STEP.
- Working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous.
- Strong understanding of trusts.
- Good communication, organisational and team skills.
- Flexible and dependable, able to take the initiative.
- Motivated and resilient with a positive outlook.
- Able to quickly build confidence, respect, and trust with others.