Job Summary:

The provision of tax services for a portfolio of fiduciary clients which will include the completion of Income and corporation tax returns, and responding to tax queries.

Job Accountabilities:
The preparation of tax reporting in the Crown Dependencies and UK as required for trusts and companies

> Drafting communications with tax authorities and group teams regarding tax payments and returns

> Updating and maintaining tasks and compliance spreadsheets

> Preparation of tax review of accounts to aid identification of key tax risks

> Working with management to assist in completion of tasks for a key portfolio of clients

> Develop relationships within wider office teams

> Preparation of correspondence with settlors and beneficiaries regarding their tax reporting requirements

> Liaison with other departments within the group, and draft responses to tax queries from trust administrators

> Liaison with clients, as required

> Partake in delivery of training sessions for the team and wider group, under supervision of more senior members of the team.

> To train and assist junior colleagues with queries/problems

> Raising discrepancies in process and flagging with management/arranging required update

Minimum Education and Experience

> Educated to a minimum of A level standard, or equivalent

> Minimum of 3 years relevant experience

> Part qualified preferred, but working toward relevant qualification

Required Skills

> Good communication skills

> Good numeracy and computer skills

> A positive 'can do' attitude together with the ability to work to deadlines

> Good team player

> Attention to detail and ability to work independently