Senior Tax and Trust Executive

Employer
Klein Hamilton Legal & Finance Recruitment
Location
Chelmsford
Salary
£40000 - £60000 per annum
Closing date
22 Mar 2021

View more

Practice area
Tax
PQE
Not applicable
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Job Details

Senior Tax and Trust Executive, Tax, Trust Accounts, Estates, STEP, ATT, CTA, Private Client Law, IRIS, Permanent, Chichester

Senior Tax and Trust Executive is required by a Full-Service Law Firm based in Chichester.

This is a senior appointment incorporating extensive trust administration and accounting, with extensive tax work, including the preparation of tax returns and associated compliance.

The role will include client contact and may extend beyond the main responsibilities listed below.

The Role & Responsibilities:
  • Trust and Estate tax returns and personal tax returns, including related tax calculations using the firm’s software (IRIS). All related correspondence with clients, HM Revenue & Customs and third parties as required. Monitoring and working to related deadlines.
  • Preparing Trust accounts.
  • Monitoring deadlines on Trusts and Estates such as ten yearly charges and beneficial entitlements.
  • Dealing with the day-to-day administration on clients.
  • Inheritance Tax returns for Trusts and Estates.
  • Ad hoc advisory work, such as advising on Trust distributions.
  • Assisting in the training and mentoring of junior members of staff.
  • To carry out other tasks as and when required by the LLP.

Required qualifications, skills and experience:
  • A suitable professional qualification – e.g. STEP, ATT, CTA (part qualified)
  • Significant experience (2 years+) of 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)

Vacancy Information:
  • Location: Chichester
  • Salary range (DOE): £40,000 to £60,000
  • Job type: Permanent
  • Experience: 2 years
  • Job Section: Private Practice
  • Working Hours: Monday – Friday (9am to 5.15pm)
  • Reference: AH323
  • Contact: Alan Hosman

About Klein Hamilton Recruitment


Klein Hamilton are Legal & IT Securities specialist Recruiters, working with magic circle, silver circle, blue chip, fintech and dynamic SME businesses, who trust us in finding them the best talent. You can apply for our vacancies in confidence.  We are a regulated employment agency and will discuss this vacancy with you and gain your permission prior to submission of application directly to the decision maker.

REFER AND EARN

Apply today to be considered for this opportunity. Should your application match the requirements, one of our consultants will be in touch to discuss the vacancy in detail prior to sending your CV to the client.

Also, refer a friend or colleague to us and receive up to £1,000 should we successfully assist them in securing a new job!

Senior Tax and Trust Executive, Tax, Trust Accounts, Estates, STEP, ATT, CTA, Private Client Law, IRIS, Permanent, Chichester

Company

Klein Hamilton Legal & Finance Recruitment are a Specialist Legal & Finance Recruitment Consultancy working with Magic Circle, Silver Circle, Legal 500 and Dynamic SME law firms with a pedigree in strategically providing the right match for both Candidate and Client.  We are Accredited by the British Institute of Recruiters ensuring we promote an ethical recruitment experience.

Our stats speak for themselves:  Candidate Satisfaction Average (9.5/10), CV to interview ratio (2:1), Client Satisfaction Average (9.1/10), Placement ratio (3:1)

Our sole focus is towards Legal based opportunities countrywide, resulting in providing you with sound strategic advice based on current market movement within all legal disciplines, considering company cultures and individual career goals. Call one of our accredited Consultants now for a confidential conversation regarding your next career move.

Find Us
Location
2nd Floor
9 Portland Street
Manchester
M1 3BE
United Kingdom
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