Tax and Trusts Administrator in York

Tax and Trusts Administrator in York

York Full-Time 43200 - 72000 £ / year (est.) No home office possible
Chase and Holland

At a Glance

  • Tasks: Manage tax compliance for individuals, trusts, and estates while providing expert support.
  • Company: Established legal firm with a reputation for excellence and growth.
  • Benefits: Competitive salary, flexible working locations, and long-term career prospects.
  • Why this job: Take ownership of a varied caseload and make a real impact in tax administration.
  • Qualifications: Experience in tax compliance and strong communication skills.
  • Other info: Enjoy autonomy and responsibility within a supportive team environment.

The predicted salary is between 43200 - 72000 £ 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 professional. 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

  • You will 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.

Tax and Trusts Administrator in York employer: Chase and Holland

Join a highly regarded legal firm that values its employees and fosters a collaborative work culture. With a focus on professional development, you will have the opportunity to manage a diverse portfolio while enjoying the flexibility of multiple office locations in Lincolnshire and Yorkshire. The firm offers competitive remuneration, genuine autonomy in your role, and a commitment to long-term career growth, making it an excellent choice for tax professionals seeking meaningful and rewarding employment.
Chase and Holland

Contact Detail:

Chase and Holland Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Tax and Trusts Administrator in York

✨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

Prepare for interviews by researching the firm thoroughly. Understand their values, recent cases, and how they operate. This will help you tailor your answers and show that you’re genuinely interested in joining their team.

✨Tip Number 3

Practice your interview skills with a friend or mentor. Get comfortable discussing your experience with tax compliance and trust administration. The more you rehearse, the more confident you’ll feel when it’s time to shine!

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, we love seeing familiar faces from our community!

We think you need these skills to ace Tax and Trusts Administrator in York

Tax Compliance
Self-Assessment Preparation
Capital Gains Tax Returns
Inheritance Tax Returns
Trust Administration
Trust Registration Service (TRS)
Client Liaison
Portfolio Management
Attention to Detail
Communication Skills
Problem-Solving Skills
Regulatory Knowledge
Team Collaboration
Time Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Tax and Trusts Administrator role. Highlight your relevant experience in managing tax compliance and working with trusts and estates. 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 passionate about tax and trusts, and how you can contribute to our team. Keep it concise but engaging – we love a good story!

Showcase Your Technical Skills: Since this role requires a technically strong tax professional, make sure to showcase your expertise in preparing tax returns and managing compliance obligations. We want to know what makes you stand out in this area!

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!

How to prepare for a job interview at Chase and Holland

✨Know Your Tax Basics

Make sure you brush up on your knowledge of tax compliance obligations, especially around Self-Assessment and Capital Gains Tax. Being able to discuss these topics confidently will show that you're technically strong and ready to take ownership of the role.

✨Showcase Your Experience with Trusts

Prepare specific examples from your past work where you've managed trusts or estates. Highlight any challenges you faced and how you overcame them. This will demonstrate your ability to handle a diverse portfolio effectively.

✨Understand the Firm's Values

Research the legal firm’s culture and values. Be ready to explain how your personal values align with theirs. This shows that you’re not just looking for any job, but that you genuinely want to be part of their team.

✨Ask Insightful Questions

Prepare thoughtful questions about the role and the firm. Inquire about their approach to client relationships or how they support professional development. This not only shows your interest but also helps you gauge if the firm is the right fit for you.

Tax and Trusts Administrator in York
Chase and Holland
Location: York

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