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- Tasks: Manage trusts and estates, delivering compliance services and advisory work.
- Company: Join Eight, a forward-thinking firm with a collaborative Tax team.
- Benefits: Hybrid working, performance bonuses, 28 days holiday, and private medical insurance.
- Why this job: Build your expertise in trust tax while making a real impact.
- Qualifications: Experience in trust taxation and strong communication skills required.
- Other info: Enjoy regular socials and volunteering opportunities for personal growth.
The predicted salary is between 34000 - 51000 £ per year.
£40,000 - £60,000 DOE. At Eight, we are seeking an experienced Trust Tax Assistant to join our established Tax team. This role offers the opportunity to manage a varied portfolio of trusts, estates and individuals, delivering high-quality compliance services alongside a range of ad hoc advisory work. This is an excellent opportunity for someone looking to build on their existing knowledge while gaining exposure to more complex matters that will support their ongoing progression and professional development. You will be supported by a highly experienced Tax and Accountancy team, working closely with a Senior Tax Adviser in a collaborative and forward-thinking environment. We are looking for a proactive and detail-oriented individual who is keen to contribute to the continued success and growth of the team.
Key Responsibilities
- Assist with ongoing trust compliance, such as:
- Annual trust returns, estate tax returns and accounts
- Inheritance tax returns, including periodic and exit charge calculations
- Trust registration and maintenance with HMRC
- Assist with adhoc tax tasks including bond calculations, pension annual allowance calculations, capital gains tax and income tax estimates
Requirements
Essential
- Knowledge of trust and estate taxation
- Experience preparing trust tax returns and related filings
- Excellent attention to detail and analytical skills
- Ability to explain tax matters clearly to non-technical clients
- Strong organisational skills and ability to manage multiple cases
- Professional communication skills (written and verbal)
Desirable
- Experience in a professional services firm (accountancy, legal, or private client)
- CTA qualification
- ATT qualification
- Experience dealing directly with HMRC
Benefits
- Hybrid working: 3 days in the office, 2 days wherever you work best
- Performance bonus + Company-wide bonus (when Eight hits targets)
- 28 days' holiday + bank holidays + your birthday off
- Private medical insurance & life assurance (4x salary)
- Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
- Free mortgage and pension advice from our in-house experts
- Volunteering time: 8 paid hours annually via The Eight Foundation
- Regular socials & epic events
Trust Tax Assistant employer: Eight Financial Advice
Contact Detail:
Eight Financial Advice Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Tax Assistant
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and accountancy world. Attend industry events or webinars where you can meet potential employers and showcase your knowledge about trust and estate taxation.
✨Tip Number 2
Prepare for interviews by brushing up on your technical skills. Be ready to discuss specific cases you've worked on, especially those involving trust compliance and tax returns. This will show you're not just book-smart but also have practical experience.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email. Mention something specific from your conversation to remind them of your fit for the Trust Tax Assistant role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Eight and contributing to our success.
We think you need these skills to ace Trust Tax Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trust Tax Assistant role. Highlight your experience with trust and estate taxation, and don’t forget to mention any relevant qualifications like CTA or ATT. 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 how you can contribute to our team. Be sure to mention any specific experiences that relate to the key responsibilities listed in the job description.
Show Off Your Attention to Detail: As a Trust Tax Assistant, attention to detail is crucial. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their work neatly and accurately, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly. Plus, it shows you're keen on joining our team at Eight!
How to prepare for a job interview at Eight Financial Advice
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of trust and estate taxation. Be ready to discuss specific tax returns you've prepared and any complex cases you've handled. This will show that you're not just familiar with the basics but can also tackle more intricate matters.
✨Show Off Your Attention to Detail
In this role, attention to detail is key. Bring examples of how you've ensured accuracy in your previous work, whether it's through meticulous checks or using software tools. Highlighting your analytical skills will impress the interviewers.
✨Communicate Clearly
You'll need to explain tax matters to clients who may not have a technical background. Practice simplifying complex concepts into layman's terms. This will demonstrate your ability to connect with clients and make their experience smoother.
✨Be Proactive and Engaged
Show your enthusiasm for the role by asking insightful questions about the team and the types of cases they handle. Discuss how you can contribute to the team's success and growth. This proactive attitude will resonate well with the interviewers.