Details:
- Salary: £27,000 - 35,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Chichester West Sussex
- Date: 2 weeks ago
Description:
Brook Street Recruitment are looking for a Senior Tax and Trust Executive.
Senior role combining trust administration, accounting, and extensive tax duties, including tax return preparation and compliance. Client interaction expected. Responsibilities:
1. Prepare trust, estate, and personal tax returns using IRIS software. Manage correspondence and deadlines.
2. Compile trust accounts and monitor related deadlines.
3. Manage day-to-day client administration.
4. Handle inheritance tax returns and provide ad hoc advisory services.
5. Assist in training junior staff.
6. Undertake other tasks as required.
Requirements:
- Professional qualification (e.g., STEP, ATT, CTA part-qualified).
- 2+ years' experience in a client-facing role in private client or trust department.
- Strong organisational and interpersonal skills.
- Proactive mindset.
- IT proficiency, preferably with IRIS.
Full-time, Monday to Friday, 9 am to 5:15 pm, at one of our Chichester offices. Competitive salary based on experience.
For more information on this role, please contact the Southampton team