Private Client Tax and Trusts Specialist

Recruiter
Pro-Tax Recruitment
Location
Oldbury
Salary
35000.0000
Posted
16 Feb 2017
Closes
16 Mar 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

A Trusts and Private Client Tax Senior is needed in the trust team of this leading Top 20 practice in Birmingham as the team expands and service grows due to a more demanding client base.

This is an exceptional opportunity to join the team at its vital stage of growth working closely with the Senior management team servicing the wealthiest of their private clients.

Holding exceptional interpersonal skills, you will be essentially required to prepare trust accounts and tax returns for your portfolio, with ample involvement in advisory work as well as providing junior members of staff with guidance and support.

As the Trusts and Private Client Tax Senior, your day to day duties include but are not restricted to the following:

  • Preparation of tax returns and accounts, personal tax and IHT returns
  • Trusts, IHT, and CGT planning
  • Provision of tax advice to clients and also Partners and staff
  • Managing all aspects of the tax affairs of your clients and where advice spans different areas providing a high level of support to clients
  • Family investment companies - advising on creation, passing on value and extracting value.
  • Advising on domicile and residency for UK taxes

You will have an extensive background in personal and trust tax, with familiarity and experience of dealing with family investment companies being very advantageous. ATT qualified with CTA / Step being beneficial. Please contact Jess on or to apply or find out more.

The Pro-Recruitment Group consists of 4 distinct brands: Pro-Tax, Pro-Legal, Pro-Finance and Pro-Education:

www.pro-education.org.uk