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​Trust Senior

  • Location

    Grantham

  • Sector:

    Tax, Personal Tax, Trusts

  • Contract Type:

    Permanent

  • Salary:

    £32,000 - £42,000, Dependant on Experience

  • Contact:

    Jack Wood

  • Contact email:

    jack@clark-wood.co.uk

  • Contact phone:

    07951 392741

  • Job ref:

    JW-17595

  • Published:

    3 months ago

  • Expiry date:

    2024-05-01

  • Consultant:

    Jack Wood

​Trust Senior

Grantham

£32,000 - £42,000, Dependant on Experience

Accountancy Practice recruitment specialists Clark Wood is working with a well renowned and highly regarded firm of chartered accountants in Grantham who are looking for an experienced Trust Senior to join their team.

This is an excellent opportunity for a driven individual to join an illustrious and modern firm in Grantham where there will be genuine scope for further career development.

As a Tax Adviser, you will be part or fully qualified in AAT, ATT, CTA, ACA, or ACCA or qualified by experience and deliver high-quality compliance services and tax advice to our clients

Duties and Responsibilities:

You will be responsible for reviewing trust tax returns, assisting in the completion of inheritance tax forms for trusts, and assisting clients with their Trust Registration Service (TRS) obligations.

You will work with other members of your service line and ensure that assignments are carried out in a timely manner and within specified budgets.

You will contribute to the provision of tax advice for the trust clients including advising clients on the tax implications of making distributions, on planning opportunities ahead of 10-year anniversaries, and on winding up trusts.

Skills:

Ability to prioritise own workload and manage budgets

Confident and effective communicator

Experience of preparing forms IHT100

Experience of working with trusts

Self-motivated for technical knowledge, and personal development

For further information on this role please contact Jack Wood at Clark Wood – jack@clark-wood.co.uk / 07951 392741

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