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Trust Assistant

Employer
Flair 4 Recruitment Limited
Location
Guildford, UK
Salary
Competitive
Closing date
Oct 20, 2019

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Job Role
Accounts Assistant
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Are you ATT/AAT qualified and seeking the next step in your career? Are you looking for an interesting and varied role which will give you the opportunity to study for further professional qualifications? Our client in Guildford, a leading financial services firm, is looking for Trust Assistant to join their team. The purpose of the role is to assist with the compliance, accounting and administration process for a client allocation mainly consisting of trusts and estates and deal with any technical and administrative issues. The role:
• Prepare trust and estate tax returns and trust and estate accounts
• Prepare IHT returns/calculations
• Complete trust and estate administration on a day to day basis
• Complete compliance work on clients
• Monitor time limits and elections for compliance portfolio
• Draft or review HMRC correspondence
• Manage HMRC checks
• Prepare technical research
• Contribute at client meetings
• Manage billings and monitor budgets Skills and experience:
• ATT or AAT qualified
• Private client/ trust tax experience
• Organised with first class communication skills This is an opportunity to work in a rapidly growing firm that will offer you support and personal development. If this sounds of interest, please contact Joanna at Flair for Recruitment for more information. If you know someone else who'd be appropriate for the role, please share this with them - if you refer someone who is successful we will reward you with vouchers of your choice.

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