Trust & Estate Assistant

  • Job Reference: 138
  • Date Posted: 8 June 2022
  • Recruiter: ProTalent Limited
  • Location: Eastbourne
  • Salary: On Application
  • Sector: Tax
  • Job Type: Permanent
  • Contact: Lydia Sinclair

Job Description

ProTalent are currently working with a large independent accountancy firm to recruit within their Tax team. This is a specialist role within Trusts & Estates and comes with training and support and options to study further, including the STEP qualification.

The firm:

  • Well known, well respected and well established accountancy firm and business advisors
  • Offer a full range of personal and company accountancy and advisory services
  • Really impressive client base
  • Fabulous offices in a central location with great transport links
  • Great working environment to include Smart working initiatives

The role:

Reporting to the partner and client manager assisting with all aspects of trust and estate administration and tax compliance to include:

  • Drafting trust and estate accounts to include cash analysis and investment schedules
  • Assisting the client manager with everyday trust and estate administration including responsibility for maintaining trust and estate clients’ reporting via the Trust Registration Service
  • Drafting trust and estate tax returns
  • Preparing inheritance tax computations for trust 10 year and exit charges
  • Drafting personal tax returns
  • Liaising with clients and HM Revenue & Customs

The candidate:

  • Previous experience of working within personal tax and dealing with self- assessment tax returns, exposure to Trusts and Estates work an advantage
  • Excellent attention to detail
  • Professional qualification such as AAT or ATT and support provide for qualifications such as STEP Diploma or Certificate
  • Experience of accounts preparation in an accountancy practice would be beneficial
  • Able to work using own initiative and keep to deadlines
  • Current working knowledge of Outlook, Word, Excel
  • Willingness to develop technical knowledge by way of in-house training, external courses and STEP Diploma

Thank you for your interest