At a Glance
- Tasks: Assist in delivering top-notch tax services to personal clients and trusts.
- Company: Leading independent tax and accounting firm based in Liverpool.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for career advancement and continuous learning.
- Why this job: Join a growing team and make a real difference for high-net-worth clients.
- Qualifications: ATT/STEP qualified or part-qualified with relevant experience.
The predicted salary is between 35000 - 45000 £ per year.
Your new company is one of the leading independent tax and accounting advisory firms in the North West, headquartered in Liverpool, employing over 100 staff, and providing expert services to a wide variety of SMEs and large groups.
Your new role involves being part of a growing team of advisors and specialists who provide high-quality tax and compliance services to personal tax clients, including high-net-worth individuals, trusts and estates. Responsibilities include:
- Dealing with tax compliance matters for personal tax and trust clients, ensuring a first-class service is delivered.
- Preparation of tax returns, ensuring all necessary data is collated.
- Estate administration and accounts preparation.
- Ensuring compliance with the Trust Registration Service, including preparation of Inheritance Tax event forms.
- Establishing and maintaining strong client relationships through regular ongoing communication.
- Dealing with communications from HMRC, third parties and clients.
- Aiding the tax and trust management team on various ad hoc tasks, compliance and advisory, as and when required.
- Undertaking technical research into specific areas of legislation; ensuring your knowledge is regularly updated.
What you will need to succeed: ATT / STEP qualified or part-qualified would be ideal.
Trust Tax Assistant Manager employer: Hays Senior Finance
As a leading independent tax and accounting advisory firm in the North West, our client offers a dynamic work environment in Liverpool, where over 100 dedicated professionals collaborate to deliver exceptional services to a diverse clientele. Employees benefit from a supportive culture that prioritises professional development, with opportunities for growth through ongoing training and mentorship, making it an ideal place for those seeking a meaningful career in tax and compliance.
