This is an exciting opportunity for a Trusts & Estates Senior/Semi-Senior to join a growing South-Western firm in either their Weymouth or Bristol offices. The role involves providing expert support in the Tax department, ensuring compliance and offering strategic advice to high-value Trusts & Estates clients.
Client Details
This growing accountancy firm is well-regarded within the industry and operates as a mid-sized firm. They are committed to delivering high-quality services to their clients and fostering professional growth among their team members.
Description
*Prepare and review tax returns for trusts and estates, ensuring accuracy and compliance with regulations.
*Provide strategic advice on trust and estate planning to clients.
*Assist with inheritance tax planning and computations.
*Maintain up-to-date knowledge of relevant tax legislation and its application.
*Communicate effectively with clients, addressing their queries and providing tailored solutions.
*Support the Tax department with complex tax planning projects.
*Collaborate with other teams within the firm to provide comprehensive client service.
*Identify opportunities for process improvements and contribute to their implementation.
Profile
A successful Trusts & Estates Senior/Semi-Senior should have:
*A strong understanding of trusts and estates taxation.
*Relevant professional qualifications or part-qualifications in tax or accountancy.
*Experience in preparing and reviewing tax returns for trusts and estates.
*Good analytical skills and a detail-oriented approach.
*Proficiency in using tax software and related tools.
*A commitment to delivering excellent client service.
Job Offer
*Competitive salary ranging from £33,000 to £42,000 GBP.
*Opportunities for career development within the professional services industry.
*Supportive and collaborative working environment in Bristol or Weymouth.
*Potential benefits package to be confirmed.
If you are ready to take the next step in your career as a Trusts & Estates Senior/Semi-Senior, apply now!