Location: Ferndown, Dorset Salary: £35,000 (Pro Rata) Hours: Part-time – 3 Days Per Week (Flexible) Working Pattern: Office-Based The Opportunity Our client, a well-established and highly respected wealth management firm based in Ferndown, is looking to recruit an experienced Personal Tax Trust Administrator to join their growing team on a part-time basis. This is an excellent opportunity for someone with strong personal tax experience who is looking for flexibility whilst remaining in a professional and client-focused environment. The successful candidate will play a key role in supporting the firm's private clients with their personal tax affairs and trust administration. The role is office based, with flexibility around how the three working days are structured. There is also the potential for the position to develop into a full-time role over the coming years. Key Responsibilities Prepare and submit Personal Self Assessment Tax Returns. Prepare Trust Tax Returns (SA900). Assist with the preparation and administration of Trust Accounts. Liaise with clients to obtain tax information and supporting documentation. Communicate with HMRC regarding client tax matters. Monitor tax deadlines and ensure all compliance requirements are met. M...
Personal Tax & Trust Administrator employer: WEALTHLINK RECRUITMENT LTD
Join an award-winning Chartered Financial Planning firm near Wetherby, where you will be part of a collaborative and supportive work culture that values your contributions. With a focus on professional development, this role offers unique opportunities to engage directly with clients and Financial Advisers, ensuring your skills are honed in a dynamic environment. Enjoy competitive remuneration and the chance to grow within a respected team dedicated to delivering exceptional financial planning services.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
