Tax and Trust Specialist
Our Client, is one of the UK’s leading Banking and Investment organisations, who are seeking a Tax & Trust Specialist to take on a technical role with great development potential. As the UK's largest Trust Administration business, you will join an established team focussed on building outstanding relationships with first class service to an extensive client base. Within walking distance from Temple Meads train station, you'll be based in the Bristol office close to the sights and amenities of the city centre.
As a key point of contact, you will be responsible for administering a range of trusts, developing a deep understanding of clients' needs and working to deliver a world class customer experience.
- Ensuring all requirements are met and the bank's regulations are adhered to
- Calculating trust tax liabilities (inheritance tax, capital gains tax, income tax) and preparing tax certificates
- Maintaining a high level of industry knowledge in order to provide swift solutions for a variety of queries
With the ability to work independently and meticulously, you’ll undertake a diverse array of specialist technical duties. Critical thinking and problem solving skills along with the enthusiasm to keep learning and developing are essential. You will be either part or fully qualified with the STEP diploma
A background in accountancy, inheritance tax, trusts and estate papers would be an advantage, as would having a high level of specialist technical or taxation knowledge gained in the trust field.
In this exciting role you will be working within a strong team culture, offering fantastic career development prospects.