Personal Tax Associate (With Trusts)

Posted 5 months ago by Georgiana Head Recruitment Limited
Contract Type Permanent
Salary 29000 - 39000
Sector Personal Tax, Trusts
Hours Full Time, Part Time
Job Type Practice
Recruiter Type Recruitment Consultant
Posted 5 months ago
Apply by Sunday, 7 October 2018

This is an exciting opportunity for a newly or recently ACA/CTA/STEP qualified private client specialist to working within a growing private client tax team supporting partners, colleagues and clients on matters in relation to UK and offshore trusts and their beneficiaries as well as being responsible for a portfolio of private clients.  Your responsibilities will include:

  • Managing and maintaining a portfolio of trust clients.
  • Preparing and analysing trust accounts and working papers.
  • Preparing tax returns for trust, estate and beneficiary clients.
  • Understanding and interpretting the effects of trust deeds and wills.
  • Advise internal and external clients on trust tax matters
  • Having responsibilty for a portfolio of private clients.
  • Assisting managers with tax advisory work.
  • Participating in business development activites
  • Delegating work to junior team members and reviewing the work upon completion.

This is an interesting role in a friendly and growing team.  You will ideally have tax advisory aswell as compliance experience and must enjoy managing client relationships.

Georgiana Head Recruitment Limited

Georgiana Head Recruitment Ltd is a recruitment consultancy specialising in the Taxation Profession. We offer a bespoke service that�s tailored to the needs of individual clients and candidates. Ou...

Live Jobs: 76 - View all Jobs
Office Location: Princes Exchange Princes Square Leeds West Yorkshire LS1 4HY
Phone Number: 0113 280 6766