Senior Tax And Trust Executive - Chichester, West Sussex, United Kingdom - Brook Street

    Brook Street
    Brook Street Chichester, West Sussex, United Kingdom

    1 month ago

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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.

    • 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

    Requirements:

    • 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
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