- Competitive Salary Package
- Generous Annual Leave: 25 days plus bank holidays, a special day off for your birthday, and additional Christmas leave
- Career Progression: Guidance and support to step into a leadership position
- Positive and Social Workplace: Enjoy regular team events, a close-knit group of colleagues, and a vibrant working environment
- Flexible Working Arrangements: Predominantly office-based with possible hybrid working after the probation period
- Convenient Location: Based in Worthing with free on-site parking available
- Overseeing the preparation and submission of trust and estate tax returns
- Providing advice to clients and trustees on effective tax planning methods
- Managing Inheritance Tax reporting, including ten-year and exit charges
- Ensuring adherence to FATCA/CRS regulations and HMRC Trust Registration Service requirements
- Collaborating with clients, trustees, and legal experts to deliver tailored tax solutions
- Assisting in the development of a 'family office' service, managing administrative and reporting responsibilities
- ATT/CTA qualification (STEP certification preferred)
- Proven expertise in trust accounting and taxation
- Strong understanding of UK trust law and tax regulations
- Exceptional communication skills with the ability to manage client relationships effectively
- A proactive approach, with a results-driven attitude and the ambition to expand both the team and client base