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Trusts Senior

Job Title: Trusts Senior
Location: London
Package: Up to £40,000 + benefits

I am currently working on a Trusts Senior position for a Top 50 firm based in Central London. This is a great opportunity for a Trusts specialist to join an award winning Private Client team. This role would suit someone who is ATT qualified or CTA part qualified who works in a Trusts team currently or has handled Trusts as part of a wider Private Client portfolio.

Responsibilities for this role include:

  • Preparing trust accounts for review by senior personnel for all kinds of trust and estates
  • Preparing complicated tax returns for review by senior personnel
  • Initially reviewing work produced by more junior personnel
  • Preparing complicated capital gains tax computations and income tax computations, in respect of compliance and future tax planning
  • Calculating future income distributions
  • Communicating and liaising with clients
  • Communicating and corresponding with HMRC

Requirements for this role include:

  • A minimum of 2 years' personal tax/trust experience within a practice environment
  • ATT qualified/CTA part qualified
  • Excellent attention to detail
  • A proactive attitude
  • The ability to work successfully in a team
  • The ability to work under pressure where necessary
  • Excellent communication skills
  • Excellent organisational skills