IN A NUTSHELL

Are you a tax professional looking to accelerate your career in a firm that supports your development?
Joining our Trust tax team, you’ll help to provide a first-class tax compliance and advisory service to our personal tax clients, including trusts and HNW clients.

• Look after a portfolio of trust cases, as well as high net worth individuals
• Drafting reports and letters providing tax advice including IHT, CGT and income planning
• Liaising with Trustees, Beneficiaries and other intermediaries to provide a first-class service to our clients
• Meeting with clients to ascertain and advise on their tax planning needs
• Providing and managing compliance services including preparing self-assessment tax returns, computations and associated forms.
• Reviewing the work of more junior staff and contributing to their professional learning and development
• Maintain and update the Trust Register and HMRC’s Trust Registration Service
• Identify and implement tax planning opportunities for our clients such as the use of Trusts in Estate planning
• Actively seeking opportunities to promote other departments within in the firm, and in particular the services of our financial planning colleagues
• Request, collate and maintain client information
• Correspond and deal confidently with client enquires
• Maintain direct contact with clients, HMRC, solicitors, other accountancy, law and professional services firms
• Ensuring your technical knowledge remains up to date by making full use of our excellent training facilities