Trust Assistant

Recruiter
Reed
Location
Guildford, UK
Salary
Competitive
Posted
20 Oct 2019
Closes
24 Oct 2019
Ref
1295608432
Contract Type
Permanent
Hours
Full-time
Level of qualification
Not qualified, Part qualified
An opportunity has arisen for a Trust Assistant in Guildford for a well established top ten accountancy practice. Key

responsibilities:

• Prepare trust and estate tax returns and trust and estate accounts
• Prepare IHT returns/calculations
• Responsibility for trust and estate administration on a day to day basis
• Responsibility for 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
• Responsible for billing and monitoring budgets

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