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- Tasks: Prepare trust accounts and tax returns for UK and non-UK Trusts and Estates.
- Company: Join a Top 50 Firm of Chartered Accountants in Leatherhead.
- Benefits: Enjoy competitive pay, professional development, and a supportive team environment.
- Why this job: Make an impact by managing high-profile clients and enhancing your accounting skills.
- Qualifications: ATT, ACA, ACCA or STEP qualified, or 5 years relevant experience required.
- Other info: Opportunity to assist with advisory work and train junior team members.
The predicted salary is between 43200 - 72000 £ per year.
Our client is a Top 50 Firm of Chartered Accountants whose Leatherhead office is recruiting for a Trust Accountant and Tax Senior, preferably with accompanying personal tax experience, to work within the Trust and Private client team.
Key responsibilities:
- The preparation of trust accounts and tax returns for UK and non-UK Trusts and Estates.
- The preparation of personal tax returns for beneficiaries and high net worth individuals.
- Administration of a portfolio of trust (and beneficiary) clients, ensuring key deadlines are met within agreed budgets. Including liaison with Trustees and other advisors.
- Preparation of trust inheritance tax returns and calculations.
- Preparation of trust tax pool computations.
- Assisting junior team members with training and queries.
- Reviewing straightforward tax returns prepared by junior team members.
- Any other ad-hoc duties that may be required, including assisting with advisory work as required.
You will be ATT, ACA, ACCA or STEP qualified or have 5 years relevant experience. You will also have sound experience in trust accounting and all aspects of UK trust taxation. Alternatively, sound UK personal tax experience with the potential for training in trust work.
For further information on this role please contact Will Langdon at Clark Wood - will@clark-wood.co.uk; 07920 557121.
Trusts Senior employer: Clark Wood - Tax Recruitment
Contact Detail:
Clark Wood - Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Senior
✨Tip Number 1
Network with professionals in the accounting and tax sectors, especially those who specialise in trusts and estates. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the specific skills and experiences that are valued in this role.
✨Tip Number 2
Familiarise yourself with the latest regulations and best practices in trust accounting and UK taxation. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in a constantly evolving field.
✨Tip Number 3
Consider reaching out to current employees at the firm to gain insights into their work culture and expectations. This can help you tailor your approach during interviews and show that you have a genuine interest in the company.
✨Tip Number 4
Prepare for potential interview questions by practising your responses to common scenarios in trust accounting and personal tax. Being able to articulate your problem-solving skills and experience will set you apart from other candidates.
We think you need these skills to ace Trusts Senior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in trust accounting and UK personal tax. Include specific examples of your work with trust accounts, tax returns, and any relevant qualifications like ATT, ACA, ACCA, or STEP.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities mentioned in the job description. Emphasise your ability to manage a portfolio of clients, meet deadlines, and liaise effectively with trustees and advisors.
Showcase Relevant Experience: In your application, detail your experience with preparing trust accounts and tax returns for both UK and non-UK trusts. Mention any training or mentoring you have provided to junior team members, as this aligns with the role's requirements.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A well-presented application reflects your attention to detail, which is crucial in accounting roles.
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Trusts and Taxation
Make sure you brush up on your knowledge of trust accounting and UK trust taxation. Be prepared to discuss specific examples from your experience, especially regarding the preparation of trust accounts and tax returns.
✨Demonstrate Your Client Management Skills
Since the role involves liaising with Trustees and other advisors, be ready to share experiences where you've successfully managed client relationships. Highlight your ability to meet deadlines and work within budgets.
✨Showcase Your Team Leadership Abilities
As the position requires assisting junior team members, think of instances where you've trained or mentored others. Discuss how you approach teamwork and support your colleagues in their development.
✨Prepare for Technical Questions
Expect technical questions related to trust inheritance tax returns and calculations. Review common scenarios and be ready to explain your thought process in tackling these issues during the interview.
