Personal Tax and Trust Senior

• Personal Tax & Trust Senior to join an expanding firm in Axminster
• Personal tax, Trusts tax & accounts compliance, tax planning and progression

About Our Client

A highly regarded and expanding professional services firm, based in Axminster. The firm has a successful and growing private client and trust department undergoing significant growth, acting for wide ranging HNWIs and trusts. Trust clients are varied relating to investments, property portfolios and other wide range of trust client and the firm has a growing private client offering servicing a range of individuals, directors and other clients. The business is planning for the future growth of the department with a key addition. The firm provides excellent benefits and competitive salaries, flexitime and flexible working.

Job Description

You will be responsible for preparing Personal, Trust and Estate Tax Returns and Trust year end accounts, delivering a quality compliance service, taking on a portfolio of Tax and Trust administration cases, preparing and submitting annual self-assessment tax returns and computations, preparing documents and performance figures for annual Trustees meetings. There will be potential for involvement in advisory projects, assisting on the delivery of planning solutions and developing your technical tax skills. Additionally, you will be responsible for preparing all additional forms relating to investments and drafting letters in response to all queries relating to your client portfolios. You will maintain direct contact with clients, HMRC, and investment brokers in the delivery of an excellent client service. The firm and role provides a superb opportunity to further your career in tax and trusts.

The Successful Applicant

For this Personal Tax and Trust Senior role, you may be ATT / CTA or TEP qualified, qualified by experience, or studying for these qualifications. You will have a background in an accountancy firm or specialist tax firm in a tax role, with several years of experience focused in the sector, demonstrating a strength in personal tax. Any Trust Administration experience would be beneficial. Alternatively, you will have a good level of experience in personal tax, looking to further your experience in this area and develop skills in Trust accounts and administration, demonstrating an interest in this specialism.

What's on Offer

£35,000 - £45,000+, dependent on the background and experience of the right professional, plus benefits, negotiable.