Trust Tax Assistant at Evelyn Partners Group Limited

Cambridge, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

29 Jun, 26

Salary

0.0

Posted On

31 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Trust Accounting, Bookkeeping, Data Entry, Communication, Client Service, Numeracy, Computer Literacy, Team Player, Trust Accounts Preparation, Tax Returns Preparation, Administrative Support, Workflow Management, Budgeting, Billing, Succession Planning, Asset Protection

Industry

Financial Services

Description

Company Description S&W is a top ten UK accountancy and advisory firm. Since 1881, we've worked with our clients to unlock opportunities and navigate the challenges of a changing world. As a trusted partner, we bring clarity to clients with complex requirements, shaping solutions that make a difference. Offering a broad range of services spanning business and private client tax advice, assurance and business services and a suite of advisory and digital services, we work with clients to understand their needs, uncover value and support every stage of business and of life. We believe this is how we can best support our clients' growth. It's our vision to be the go-to professional services firm for sophisticated businesses and private clients with complex needs and our success hinges on our people. We are a team of highly skilled and passionate professionals, who are empowered to achieve their career aspirations, as we continue to build our business. Job Description To provide predominantly trust accounting services, support with client administrative matters and assisting with provision of wider private client services. What will you be doing? Working with a prestigious and diverse trust portfolio including both trading trusts and investment-based trusts supporting the delivery of a consistently high quality service. Assisting in preparing trust accounts, tax returns and detailed working papers, ensuring accuracy and robust documentation, to support clients with their long term wealth strategies and structures. Supporting the annual compliance cycle, following established internal procedures and ensuring the timely submission of tax returns. Managing day to day client administration, including maintaining well organised digital files and assisting with budgeting and billing for clients with complex estate management needs. Handling internal administrative responsibilities such as managing your own workflow, meeting deadlines, and completing weekly timesheets to support efficient team operations. Providing high level support to senior staff and Partners, helping to collate, analyse and schedule information for planning and advisory projects involving succession planning, asset protection, and multi jurisdictional considerations. Qualifications Skills, Experience & Qualifications Practical experience in bookkeeping or data entry. Excellent communication skills with a commitment to delivering excellent client service. Strong numeracy & computer literacy skills. Positive, proactive team player with a willingness to learn and develop. Professional Qualifications and Education 5 GCSE's Grades A-C to include Maths and English Additional Information As a colleague here at S&W you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependent) Generous holiday package Option to purchase additional holiday Shared parental leave Fully funded training towards professional qualifications Cycle to work scheme Season ticket loan Eye care support We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know. Office Location: Cambridge

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Responsibilities

The role primarily involves providing trust accounting services and supporting client administrative matters within a diverse trust portfolio, including preparing trust accounts and tax returns for compliance.