- Attractive, Competitive Salary
- Generous Holiday Package: 25 days + bank holidays, an extra day off for your birthday, and additional Christmas leave
- Professional Growth: Support to develop into a leadership role
- Supportive & Social Culture: Regular events, a close-knit team, and a dynamic work environment
- Flexible Work Options: Primarily office-based with potential hybrid flexibility after probation
- Convenient Location: Worthing with free parking available
- Managing the preparation and submission of trust and estate tax returns
- Advising clients and trustees on tax planning strategies
- Overseeing Inheritance Tax reporting, including ten-year and exit charges
- Ensuring compliance with FATCA/CRS and HMRC Trust Registration Service
- Working closely with clients, trustees, and legal professionals to deliver tailored tax solutions
- Assisting in the development of a ‘family office’ service, handling administrative and reporting tasks
- ATT/CTA qualification (STEP desirable)
- Expertise in trust accounting and taxation
- Strong knowledge of UK trust law and tax legislation
- Excellent communication and client management skills
- A proactive, solutions-focused mindset with the ambition to grow the team and client base