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Wills, Trusts Probate - Tax Trusts Advisor

Wills, Trusts Probate - Tax Trusts Advisor

Law Staff Limited

Posted 17 hours ago, valid for a month

Epping, Essex CM16 6TY, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

The role of Tax & Trusts Advisor in Wills, Trusts & Probate requires a minimum of 2 years’ experience in Tax & Trust Administration.
Candidates should have a solid understanding of inheritance tax, capital gains tax, and income tax related to various trust types, with ATT, CTA, or TEP qualifications being beneficial but not mandatory.
Responsibilities include trust administration, completing personal and trust tax returns, and preparing annual trust accounts, among other tasks.
The position demands strong organizational and interpersonal skills, as well as the ability to work both independently and collaboratively within a team.
The salary for this role is competitive, reflecting the candidate's experience and expertise in the field.

Wills, Trusts & Probate – Tax & Trusts AdvisorSummary of RoleThe ideal candidate will have a minimum of 2 years’ experience in Tax & TrustAdministration, with an understanding of the fundamental principles of inheritance tax,capital gains tax and income tax in relation to Discretionary, Life Interest, and Bare Trusts(ATT, CTA, or TEP qualifications are beneficial but not mandatory).Responsibilities• To undertake trust administration and related tax filing• To complete Personal and Trust Tax Returns• SA900 Tax Returns preparation and submission for Estate Administration periods• IHT100 preparation and submissions when necessary• To draft basic Trust documents including Resolutions, Minutes and Deeds ofAppointment• Navigating HMRC’s Trust Registration Service as needed• Preparing and maintaining annual Trust Accounts• General administration including liaising with Brokers, Accountants, Beneficiaries,Trustees and Financial Advisers• To provide ad hoc tax computations e.g. CGT, IHT, Income Tax.The Person• Ability to work independently and collaboratively as part of a team• Enthusiasm, a strong team-player mentality, and a willingness to contribute actively• Eagerness to develop and expand skills and knowledge, undertaking additionaltraining as required• A balanced combination of technical proficiency and commercial awareness• Keen attention to detail• Strong organisational and interpersonal skills• IT proficiency to effectively carry out responsibilities.The Role• To assist and support in delivering an excellent service to our clients. You will be workingwithin a busy yet supportive and engaged team.For further details of this vacancy, please contact Marcus Stevens on quoting reference 36515.PLEASE CHECK YOUR EMAIL (INCLUDING SPAM FOLDER) FOR CONFIRMATION YOUR APPLICATION HAS BEEN RECEIVED.In accordance with https://uksi/2003/3319/regulation/19/made''

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