Trust and Tax Assistant

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Job Description

A truly dynamic top tier law firm are seeking a new permanent hire as a Trust and Tax Assistant to join their Private Wealth team.

You will be AAT or ATT qualified and have experience of working in a private client department of an accountants, law firm or trust company.  You will have a great level of numeracy and analytical skills!

Our client really values their clients and they pride themselves on their friendly, open and inclusive culture!

Supporting the Tax and Trusts team who offer a fully bespoke service and you will assist the trust managers and they in turn will offer on the job training to develop your skills and knowledge of trust taxation and accounting.

Main duties will include:

  • Preparation of simple trust tax returns
  • Preparation of simple trust accounts
  • Beneficiary repayment claims
  • Preparing r185’s
  • Maintaining trust accounting records
  • Drafting IHT calculations and returns

This is a great opportunity to join a highly ranked Private Wealth team!

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