Tax and Trust Executive

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Posted 30+ days ago
Contract Type:
£30,000 - 45,000
Private Practice
Reference Number:
30+ days ago
Trust & Tax Executive A highly regarded firm in Warwickshire are recruiting for an experienced Trust & Tax Executive to join their Private Wealth department working 4 or 5 days a week. This role offers the successful candidate an excellent opportunity to grow the role and get involved in more tax advice/planning work as well as compliance work. The role: - Dealing with income tax and capital gains for individuals and estates (period of administration) - Administration of Trusts (excluding investments) - Maintaining records on Isokon, preparing trust accounts, completing tax returns - Calculating and paying income tax and capital gains tax, completing IHT forms and calculating tax where necessary - Preparaing Charity accounts and annual returns - Maintaining capital gains records for trust and investment clients - Dealing with Deputyship and Attorneyship cases - Preparation of VAT Returns - Dealing with Companies House/HMRC Compliance, submitting accounts, annual returns - Calculating loan interest and invoicing - Preparing trust accounts and submitting tax returns if required The candidate: - Must have trust and tax experience - Have an excellent telephone manner and the ability to communicate effectively at every level of the business - Demonstrate flexibility and the ability to use a high degree of self-management and initiative - Be highly organised and professional - Have proficient IT skills and the ability to learn how to use new systems and technology quickly Benefits: On offer is a competitive salary and excellent benefits package; including 22 days annual leave (in addition to bank holidays) increasing to 25 with length of service, employer backed pension scheme, training and development, healthcare scheme, free on-site car parking, on-site cafe, an active social committee and childcare vouchers. If you're interested in this role, please apply now or forward an up-to-date copy of your CV, or call Kelly-Anne on 0121 230 1027. If this job isn't quite right, please contact us for a confidential discussion on your career. For a full list of jobs you can also visit the BCL job search page. BCL Legal is an equal opportunities employer.
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Advising Consultant

Kelly-Anne  Willis
Kelly-Anne Willis

Associate: Private Practice

0121 230 1027 Connect on LinkedIn View bio

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