At a Glance
- Tasks: Manage Personal Tax compliance and Trust accounts while developing advisory skills.
- Company: A thriving professional services firm in Newton Abbot with a strong private client focus.
- Benefits: Competitive salary, flexible working hours, and excellent career development opportunities.
- Other info: Dynamic environment with a focus on client service and professional growth.
- Why this job: Join a growing team and make a real impact in tax and trust services.
- Qualifications: Experience in personal tax and trust administration; qualifications like ATT/CTA/TEP are a plus.
The predicted salary is between 48600 - 59400 £ per year.
A highly successful and growing professional services firm has a requirement for a Personal Tax and Trust Senior to join their team based in Newton Abbot as a key addition providing Personal Tax compliance, Estate and Trust Tax return and year end trust accounts services, with increasing involvement in tax planning and advisory work as you progress and develop within this growing firm.
Client Details A highly regarded and expanding professional services firm, based in Newton Abbot.
The firm has a successful and growing private client and trust department undergoing significant growth, acting for wide ranging HNWIs and trusts.
Trust clients are varied relating to investments, property portfolios and other wide range of trust client and the firm has a growing private client offering servicing a range of individuals, directors and other clients.
The business is planning for the future growth of the department with a key addition.
The firm provides excellent benefits and competitive salaries, flexitime and flexible working.
Description Joining as Personal Tax and Trust Senior based in Newton Abbot You will be responsible for preparing and administrating Personal, Trust and Estate Tax Returns and Trust year end accounts, delivering a quality compliance service, taking on a portfolio of Tax and Trust administration cases, preparing and submitting annual self-assessment tax returns and computations, preparing documents and performance figures for annual Trustees meetings.
You will prepare IHT100 and IHT418, SA900 returns and there will be potential for involvement in advisory projects, assisting on the delivery of planning solutions and developing your technical tax skills.
You will maintain direct contact with clients, HMRC maintaining an excellent client service.
The firm and role provides a superb opportunity to further your career in tax and trusts.
Profile For this Personal Tax and Trust Senior role the firm is looking to consider across a range of experience so you may any of: ATT / CTA or TEP qualified, qualified by experience only, or studying for any of these qualifications.
You will have a career background developed within in an accountancy or legal firm, or specialist tax firm with at least several years experience focused across any mix of personal tax and trust administration and you will be looking to further your career within this field, within a growing, highly successful firm Job Offer £35,000 - £46,000 + dependent on the background and experience of the right professional, plus benefits, negotiable.
Personal Tax and Trust Senior in Devon employer: Michael Page Finance
This thriving technology company in Yorkshire is an excellent employer, offering a supportive and inclusive culture that prioritises employee development and innovation. With opportunities for professional growth and the potential for the Interim Financial Accountant role to transition into a permanent position, employees can thrive in a dynamic environment while enjoying the benefits of remote working.
