Tax and Trusts Executive

Posted 9 May by Rutherford Briant Easy Apply Ending soon

Rutherford Briant are recruiting for an Tax and Trusts Executive in Bury St Edmunds for a Chartered Accountancy Firm. Predominately based in the Private Client Sector the candidate will be CTA or STEP qualified with an understanding of Trust and Estate Accounts.

Responsibilities:

  • Preparating self-assessment tax returns and personal tax returns including related tax calculations for Trust and Estates.
  • Corresponding with Clients, HMRC & Third parties as and when required.
  • Trust & Estate accounts using the relevant software.
  • Keeping up to date with deadlines on trusts and estates such as ten yearly charges and beneficial entitlements.
  • Dealing with the day-to-day administration on clients.
  • Inheritance tax returns for trusts and estates.
  • Assist in the Training and mentoring with trainees and junior members of staff.

Requirements:

  • Either CTA or STEP qualified. Study support will also be offered if further qualifications are undertaken.

Required skills

  • Trusts
  • tax

Reference: 34553959

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