At a Glance
- Tasks: Manage diverse portfolios of individuals, trusts, and estates while ensuring tax compliance.
- Company: Join a well-established legal firm with a strong regional presence.
- Benefits: Competitive salary, attractive benefits package, and genuine career progression opportunities.
- Other info: Flexible working across multiple offices in Lincolnshire and Yorkshire.
- Why this job: Take ownership of a rewarding caseload in a supportive and collaborative culture.
- Qualifications: Minimum 5 years' experience in tax compliance and strong technical knowledge of trust taxation.
The predicted salary is between 60000 - 60000 £ per year.
We are proud to be working in partnership with a highly successful and well-established legal firm seeking to appoint an experienced Tax & Trusts Administrator to join their respected Wills, Estates & Tax Planning team. This is an excellent opportunity for a technically strong tax professional looking to take ownership of a varied and rewarding caseload within a progressive and growing firm. The role offers genuine autonomy, high-quality work, and long-term career prospects. The position can be based across multiple offices in Lincolnshire and Yorkshire, offering flexibility depending on your location.
The Role
- Manage a diverse portfolio of individuals, trusts, and estates, ensuring full compliance while providing expert support to colleagues and clients.
- Managing tax compliance obligations for individuals, trusts, estates, and partnerships.
- Preparing Self-Assessment and Capital Gains Tax returns.
- Preparing Inheritance Tax returns, including 10-year anniversary charges and exit charges.
- Producing annual trust accounts and overseeing ongoing trust administration.
- Registering and maintaining trust and estate records on HMRC's Trust Registration Service (TRS).
- Liaising with trustees, beneficiaries, investment managers, and other professional advisers.
This is a role that offers responsibility and visibility within the wider private client team.
The Candidate
- A minimum of 5 years' experience in tax compliance.
- Strong technical knowledge of trust taxation and relevant legislation.
- The ability to manage their own caseload independently.
- Excellent organisational skills and attention to detail.
- Professional and confident communication skills.
- Applicants may come from accountancy practice, legal practice, or a specialist tax background.
The Opportunity
You will be joining a firm with a strong regional presence, an excellent reputation, and a supportive, collaborative culture. In return, you can expect a competitive salary, very attractive benefits package, and genuine scope for progression.
If you are interested in this Tax & Trusts Administrator role, please apply now.
Senior Tax & Trusts Administrator – Private Client Expert in Hessle employer: Chase and Holland
Join a highly respected legal firm in Hull, where you will be part of a supportive and collaborative culture that values your expertise as a Senior Tax & Trusts Administrator. With a competitive salary and an attractive benefits package, this role offers genuine autonomy and the opportunity for long-term career progression within a firm known for its strong regional presence and commitment to employee growth.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Tax & Trusts Administrator – Private Client Expert in Hessle
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal and tax sectors. Attend industry events or webinars to meet potential employers and get your name out there. Remember, it’s all about who you know!
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your past work in tax compliance and trust administration. This will help you stand out during interviews and demonstrate your technical skills.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers. Focus on articulating your experience with tax legislation and client management clearly and confidently.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that dream job!
We think you need these skills to ace Senior Tax & Trusts Administrator – Private Client Expert in Hessle
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Tax & Trusts Administrator role. Highlight your experience in tax compliance and trust taxation, as well as any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of your past work with trusts and estates, and show us your passion for this area of law.
Showcase Your Communication Skills:Since you'll be liaising with various stakeholders, it's important to demonstrate your professional communication skills. Whether it's in your CV or cover letter, make sure to highlight instances where you've effectively communicated complex tax matters to clients or colleagues.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to submit all your documents in one go. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Chase and Holland
✨Know Your Tax Legislation
Brush up on the latest tax legislation and trust taxation rules. Being able to discuss recent changes or case studies will show your technical expertise and commitment to staying informed.
✨Showcase Your Experience
Prepare specific examples from your past roles where you successfully managed tax compliance or handled complex cases. This will help demonstrate your ability to take ownership of a varied caseload.
✨Communicate Confidently
Practice articulating your thoughts clearly and confidently. Since the role involves liaising with clients and other professionals, strong communication skills are essential.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.