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- Compile trust accounts and monitor related deadlines.
- Manage day-to-day client administration.
- Handle inheritance tax returns and provide ad hoc advisory services.
- Assist in training junior staff.
- Undertake other tasks as required
- Professional qualification (e.g., STEP, ATT, CTA partqualified).
- 2+ years' experience in a clientfacing role in private client or trust department.
- Strong organisational and interpersonal skills.
- Proactive mindset.
- IT proficiency, preferably with IRIS. Fulltime, Monday to Friday, 9 am to 5:15 pm, at one of our Chichester offices. Competitive salary based on experience. For more information on this role, please contact the Southampton team
Senior Tax And Trust Executive - Chichester, West Sussex, United Kingdom - Brook Street
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Description
Brook Street Recruitment are looking for a Senior Tax and Trust Executive.Senior role combining trust administration, accounting, and extensive tax duties, including tax return preparation and compliance
Client interaction expected Responsibilities:
1. Prepare trust, estate, and personal tax returns using IRIS software. Manage correspondence and deadlines.
Requirements: