This job has ended. Find similar jobs.


Posted 7 March by Pro-Tax Recruitment Easy Apply Ended

Brand new opportunity has just arisen for a Trust Specialist to join a reputable firm in Cambridgeshire.

As the Trust Specialist you will be working directly alongside the Trust Director on a range of technical projects and be a core member of the compliance team.

Trust Specialist Duties & Responsibilities

  • Managing a portfolio of trust and personal tax returns to include monitoring of billing and work in progress
  • Meeting and liaising with clients to discuss their tax affairs
  • Preparing various Inheritance tax forms including those dealing with ten yearly charges
  • Ensuring that opportunities for tax advice to trusts and clients are identified and acted upon on a regular basis
  • To assist in marketing trust and taxation services with the Associate Tax Director and Directors
  • Attending networking events, in order to promote the firm, as required

The ideal candidate will be ATT/CTA or STEP qualified and have previous Trusts experience.

All applications are to be made to Ashleigh Polakiewicz of Pro-Tax via or , with the career progression on offer with this role applicants are encouraged to apply ASAP.

The Pro-Recruitment Group consists of four distinct brands: ProTax, ProLegal, ProFinance and ProHR

Required skills

  • Trusts
  • Private Client
  • Personal Tax
  • Trust Specialist

Reference: 34630863

Bank or payment details should not be provided when applying for a job. is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job