Trust Assistant, Top 10 Firm, Surrey

Location:
Surrey
Area:
Surrey
Salary:
25-40k
Region:
Home Counties
Employer Type:
Practice
Specialism:
Trusts
Salary Description:
Competitive salary plus benefits
Posted:
18/08/2010

If you are a trust professional looking to join a firm that can offer you the technical work that will build on your existing skills and progression in your career, this firm will provide you the support and opportunities you need.

The firm understands that its success is attributed to the dedication and achievements of its staff and therefore provides a supportive environment fostering the aspirations of every individual based on their own personal development.

The opportunity will be to work in the private client team advising partners, clients and tax staff on matters pertaining to income tax, capital gains tax and inheritance tax mainly in relation to UK and offshore trusts and their UK and non-UK connected beneficiaries. 

Key Responsibilities:

  • Maintain a knowledge of current legislation on trust and estate related matters and interpret this in relation to clients
  • Understand and interpret the effects of trust deeds and wills
  • Prepare and analyse trust accounts and working papers
  • Advise internal and external clients on trust tax matters
  • Support and assist in business development of the trust group with internal and external clients and intermediaries
  • Monitor deadlines relating to trust clients
  • Prepare tax returns for trust and estate clients
  • Manage and maintain a small portfolio of private clients in addition to the main trust work.  This will be dependent on levels of trust work.

Qualifications / Skills / Experience:

  • Trusts/Tax experience in a professional services or corporate background
  • Strong interpersonal skills
  • Team work
  • May have started STEP examinations
  • Strong academic background


Creative Tax Recruitment offers you 100’s of UK tax jobs in addition to tax vacancies in Europe, Far East and the Southern Hemisphere. Contact us to discuss your ideal tax career.

Job Ref:
3682
Start Date:
ASAP
Contact Details:
Medet Ali
Tel: +44 (0)20 7189 8316
Contact: Medet Ali

You may return to your current search results by clicking here.