Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.
Are you looking for a Trust and Tax Accounts job in York where you can use your experience of trusts, estates and tax within a highly regarded legal firm?
Would you like to join a supportive and specialist Tax and Trusts team where your attention to detail, technical knowledge and client-focused approach will be genuinely valued?
We are working with an established firm of solicitors who have a strong presence across the region and wider UK. Due to continued demand within their busy Tax and Trusts department, they are looking for an experienced Trust Administrator to join their friendly and knowledgeable team.
This is a fantastic opportunity for someone who has previous experience working within trusts, estates, private client tax, probate or a similar professional services environment. You will be supporting a dedicated team who advise clients across all aspects of tax and trusts work, with a particular focus on trusts, estate planning, wills, probate and lasting powers of attorney.
Candidates looking for part-time hours will also be considered for this role.
What the Trust and Tax Accounts job involves
You will provide accurate and organised support to the Tax and Trusts team, helping to ensure client matters are managed efficiently, professionally and with care.
Your duties will include:
- Assisting with the administration of trusts and estates.
- Preparing and supporting the completion of trust, estate and income tax returns.
- Working with the Trust Registration Service and ensuring trust records are maintained accurately.
- Supporting the preparation of trust accounts.
- Completing R185 and IHT100 forms.
- Assisting with personal tax and trust taxation matters, including Capital Gains Tax.
- Liaising with clients, beneficiaries, HMRC and other professional contacts. xwwtmva
- Maintaining accurate records and ensuring deadlines are monitored and met.
- Supporting the wider team with administration linked to estate planning, wills, probate and lasting powers of attorney.
Skills required
To be successful in this role, you will ideally have:
- Previous experience working within trusts, estates, private client tax, probate or a similar professional services
Please click on the apply button to read the full job description
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