Trust Senior Associate

Overview

Trust Senior Associate - Top 40 Firm - London

Are you a Trust Senior seeking a role with a new challenge, working on Trusts and Estates with responsibility for your own portfolio?

Our client is a fast-growing Top 40 firm, with over 500 staff based in their city office. An award winning firm, with a progressive and supportive culture, this firm has great retention of staff, demonstrated by their plethora of home-grown partners.

Responsibilities

• Manage a portfolio of trusts and estate clients to ensure that agreed timetables are being adhered to
• Maintain computerised accounting records for UK Trust and Estates
• Responsible for all client and professional correspondence (written and telephone) e.g. HMRC, brokers, banks and lawyers ensuring highest professional standards are met
• Prepare management accounts for clients when required • Prepare cheques for charities and trusts
• Prepare and submit annual return/update for charities
• Prepare annual trust and estate accounts
• Computation of taxes for all types of trust and estates including income tax, inheritance tax and capital gains tax
• Completion and submission of income tax and inheritance tax returns
• Deal with tax matters in relation to own client portfolio and deal with banking transactions on behalf of clients
• Review accounts and tax returns prepared by junior staff and advise on areas for improvement and problems encountered
• In conjunction with the Partner, Director and Managers, prepare and send bills and monitor the settlement thereafter
• Attend CCH software meetings and ensure that all colleagues

As a Trust Senior Associate you will/have

• ATT/CTA or ACA/CTA part qualified or qualified
• Over 3 years' Trust Tax experience
• Managing a portfolio of clients
• Strong understanding of UK corporate tax
• Demonstrate an aptitude towards identifying potential advisory assignments

In return, as a Trust Senior Associate, you will receive

• 35-hour week
• 25 days holiday
• hybrid working (50% working from home)
• dress for your diary/day

If you are looking for Trust Senior Associate jobs in London, please contact Austin Rose, the public practice recruitment specialists.