At a Glance
- Tasks: Assist in delivering top-notch tax services to personal clients, including trusts and estates.
- Company: Leading independent tax and accounting firm based in Liverpool.
- Benefits: Career progression opportunities, study support for CTA, and diverse client exposure.
- Other info: Flexible work environment with a focus on professional growth and strong client relationships.
- Why this job: Join a dynamic team and make a real impact in the world of personal tax.
- Qualifications: ATT/STEP qualified or part-qualified with relevant experience in trust work.
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'll need to succeed:
- ATT / STEP qualified or part-qualified would be ideal.
- Relevant experience in a similar role (ideally 3-4 years) with some experience or exposure to Trust work.
- Flexible and adaptable in approach with the tenacity to get things done.
- Excellent communication and interpersonal skills with the ability to establish and develop relationships.
- Good organisational skills with a proven track record of delivery.
- Professional and competent, always acting with integrity and objectivity.
What you'll get in return is an opportunity to work with a broad variety of clients, dealing with an array of personal tax matters, in an area which has seen significant change over the last twelve months. If you're looking for progression, study support is available for the right candidate to proceed to CTA.
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us to discuss it in more detail. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Trust Tax Assistant Manager in Birkenhead employer: Hays
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 provide exceptional services to a diverse range of clients. With a strong emphasis on employee growth, the firm supports continuous learning and progression, including study support for professional qualifications like CTA, fostering a culture of excellence and integrity. Joining this team means being part of a supportive community that values strong client relationships and encourages adaptability and innovation in a rapidly evolving sector.
