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Private Client Tax Assistant

Flair for Recruitment
Job LocationBristol
EducationNot Mentioned
Salary£23,500 - £26,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Are you highly organised with excellent communication skills Are you looking for a varied role with the scope to be proactive and innovative within your roleThen this role could be for you.Our client, an award-winning financial services firm, is looking for a Private Client Tax Assistant to join their team and support their Trust, Estates and Private Client Tax Services business nationally. This is an opportunity to work in a rapidly growing firm that will offer you support and personal development.Your responsibilities will include:

  • Drafting trust and estate tax returns and correspondence with clients and HMRC
  • Collating information required for Trust Accounting and Tax Compliance and for IHT returns and carrying out research for as and when required on companies house, land registry etc
  • Preparing and submitting IHT returns for client signature and to HMRC
  • Reconciling tax return and the end of year position
  • Dealing with any queries from clients
  • General administration of client files and assisting in preparation for meetings
  • Preparing various documents, summaries, and reviews for clients and colleagues including managers and partners
    • Your skills and competencies
  • You have excellent time management and organisational abilities, able to organise your own workload to meet deadlines
  • You possess strong IT skills with proficiency in word processor and spreadsheet programmes
  • You have a professional manner and clear communication skills, both written and verbal
  • You are adaptable and have a can-do attitude
    • About the firm
  • An award winning and leading, independently owned financial and professional services firm
  • They strive to create a rewarding and fulfilling work environment, providing career development and training opportunities while promoting an appropriate work/life balance
  • A culture aimed at working together to build long term relationships with their clients
    • If this sounds of interest, please contact Joanna at Flair for Recruitment for more information.

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