At a Glance
- Tasks: Manage a portfolio of trust and estate clients while preparing tax returns.
- Company: Established professional services firm with a growing Trusts & Estates team.
- Benefits: Salary up to £35,000, study support, ongoing training, and flexible working.
- Other info: Collaborative team culture with clear career progression opportunities.
- Why this job: Develop your career in private client taxation with expert guidance and varied projects.
- Qualifications: Experience in tax or private client environment; ATT qualified or studying.
The predicted salary is between 35000 - 35000 £ per year.
An established professional services firm is seeking a Tax Senior to join its growing Trusts & Estates team in Ipswich.
This is an excellent opportunity for a part-qualified tax professional looking to develop their career within a specialist area of private client taxation.
Working alongside experienced managers and partners, you will gain exposure to a varied portfolio of trusts, estates and private clients while building your technical expertise and client management skills.
Responsibilities
- Assist with the management of a portfolio of trust and estate clients.
- Prepare trust and estate tax returns accurately and within deadlines.
- Support the delivery of tax advisory projects for private clients, trustees and executors.
- Liaise with clients and professional advisers to obtain information and resolve queries.
- Build and maintain strong client relationships through excellent service.
- Monitor work progress and ensure deadlines are met.
- Identify opportunities to improve processes and efficiencies within the team.
- Support junior team members and contribute to a collaborative working environment.
- Assist with business development initiatives and networking events where appropriate.
- Maintain up-to-date technical knowledge of trust and estate taxation.
About You
- Previous experience within a tax, trust or private client environment.
- An understanding of trust and estate taxation.
- ATT qualified, ATT studying, or qualified by experience.
- Strong organisational and time management skills.
- Excellent written and verbal communication abilities.
- The ability to manage multiple priorities and meet deadlines.
- A proactive approach to learning and professional development.
- Strong attention to detail and a commitment to delivering high-quality client service.
- What's on Offer
- Study support for professional qualifications where appropriate.
- Ongoing technical training and development.
- Clear career progression opportunities.
- A supportive and collaborative team environment.
- Competitive benefits package.
- Flexible working arrangements.
- #J-18808-Ljbffr
Tax Senior in Ipswich employer: Pure Resourcing Solutions
Join a prestigious local organisation on the outskirts of Ipswich, where you will be valued as a key player in financial management. With a competitive salary and a comprehensive benefits package, including hybrid working options, this role not only offers a chance to lead a finance team but also provides ample opportunities for professional growth in a supportive work culture that prioritises collaboration and innovation.
