Main function of job

Become a key member of our Trust Team looking after and managing the accounting, administration, and tax affairs of UK resident trusts. The work is varied and high quality and there is also the opportunity to become involved with non-UK resident trusts, estates, and personal tax, if desired. The role will also involve assisting on the delivery of advisory work.

Main duties

• Responsibility for a mixed portfolio of UK resident trust clients and the annual compliance work, including trust accounts and self-assessment tax returns.
• Assisting senior staff on the delivery of advisory work, which will include the preparation of reports on matters such as IHT planning, succession planning and wealth preservation, and trust restructuring.
• Preparation and attendance at both existing and potential new client meetings.
• Correspondence and liaison with clients, co-professionals and HMRC, including promptly dealing with routine correspondence received in connection with those clients.
• Prioritising and organising own work to ensure a consistently high standard of client care and to meet both client and HMRC deadlines through working independently and taking initiative in dealing with clients’ affairs.
• Training and development of junior members of staff, through mentoring and delegating, and reviewing work.