Trust Executive

Employer
Obscurant Recruitment
Location
Ware, UK
Salary
Competitive
Closing date
29 Oct 2020

View more

Sector
Accountancy
Contract Type
Permanent
You need to sign in or create an account to save a job.
Trusts Executive

Basic Salary up to £38,000 depending on experience, bonus, and extensive benefits.

This role would suit a candidate who is looking to develop their career, with a genuine interest in Trusts & Tax work.

To be considered for the role, it is essential that candidates can demonstrate a minimum of 1 years' Trusts experience (and not just general private client experience), Solicitor, CILEx OR equivalent NQ to 4 years PQE, although PQE is less important than relevant Trust experience.

As a Trusts Executive, you will be joining a busy and expanding Trusts & Tax Team who have extensive experience in the field of Trusts and Tax who will coach and mentor you.

Candidates
  • Demonstrate good academics and numeracy
  • Able to communicate clearly and precisely at all levels
  • Solicitor, CILEx of equivalent - NQ to 4 years PQE, although PQE is less important than relevant Trust experience with a minimum of 1 year's solid Trust experience
  • STEP qualification would be advantageous but not essential, (The successful candidate would be encouraged to become TEP)
  • Hardworking and enthusiastic
  • A genuine interest in Trusts & Tax work
  • Strong team player, IT literate

Duties
  • Dealing with the winding up of Trusts including liaising with HMRC to finalise the tax position.
  • Preparing Trust Accounts, Trust and Personal Tax Returns
  • Dealing with Trust registrations at HMRC
  • Advising as to the IHT & CGT implications of using Trusts ?
  • The Creation, Termination and Administration of Will and Lifetime Trusts and Advice to HNW clients on effective use of Trusts to mitigate tax liabilities.
  • Establishing Lifetime or Will Trusts
  • Preparing Deeds of Retirement and Appointment of Trustees and Deeds of Appointment of Trust Assets
You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalised job recommendations straight to your inbox.

Create alert