Wills, Trusts & Probate - Tax & Trusts Advisor

Job Location	Epping
Education	Not Mentioned
Salary	Salary negotiable
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

Wills, Trusts & Probate – Tax & Trusts AdvisorSummary of RoleThe ideal candidate will have a minimum of 2 years’ experience in Tax & TrustAdministration, with an understanding of the fundamental principles of inheritance tax,capital gains tax and income tax in relation to Discretionary, Life Interest, and Bare Trusts(ATT, CTA, or TEP qualifications are beneficial but not mandatory).Responsibilities• To undertake trust administration and related tax filing• To complete Personal and Trust Tax Returns• SA900 Tax Returns preparation and submission for Estate Administration periods• IHT100 preparation and submissions when necessary• To draft basic Trust documents including Resolutions, Minutes and Deeds ofAppointment• Navigating HMRC’s Trust Registration Service as needed• Preparing and maintaining annual Trust Accounts• General administration including liaising with Brokers, Accountants, Beneficiaries,Trustees and Financial Advisers• To provide ad hoc tax computations e.g. CGT, IHT, Income Tax.The Person• Ability to work independently and collaboratively as part of a team• Enthusiasm, a strong team-player mentality, and a willingness to contribute actively• Eagerness to develop and expand skills and knowledge, undertaking additionaltraining as required• A balanced combination of technical proficiency and commercial awareness• Keen attention to detail• Strong organisational and interpersonal skills• IT proficiency to effectively carry out responsibilities.The Role• To assist and support in delivering an excellent service to our clients. You will be workingwithin a busy yet supportive and engaged team.For further details of this vacancy, please contact Haneen Shuweikh on quoting reference 36515.PLEASE CHECK YOUR EMAIL (INCLUDING SPAM FOLDER) FOR CONFIRMATION YOUR APPLICATION HAS BEEN RECEIVED.In accordance with The Conduct of Agencies and Businesses Regulations Act of 2003 - https://ukdsi/2003/0110483138Required skills

Will Drafting, Probate Law, Inheritance Tax Planning, Powers of Attorney, Estate Administration, Inheritance, Enduring Powers of Attorney, Court of Pr

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