​Trust Senior

​Trust Senior

Grantham

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

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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.

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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.

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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

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Duties and Responsibilities:

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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.

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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.

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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.

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Skills:

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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

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

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