Personal Tax Associate (With Trusts)

Posted 10 days 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 10 days ago
Apply by Friday, 7 September 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.

Share this Job

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