Trust Tax Assistant at Eight managing a varied portfolio of trusts and estates. Delivering compliance services and supporting professional development within the Tax team.
Responsibilities
Assist with ongoing trust compliance, such as:
Annual trust returns, estate tax returns and accounts
Inheritance tax returns, including periodic and exit charge calculations
Trust registration and maintenance with HMRC
Assist with adhoc tax tasks including bond calculations, pension annual allowance calculations, capital gains tax and income tax estimates
Maintain up-to-date knowledge of trust and tax law developments
Liaise directly with clients and in house financial advisers, as required
Occasionally support the team at client events
Requirements
Knowledge of trust and estate taxation
Experience preparing trust tax returns and related filings
Excellent attention to detail and analytical skills
Ability to explain tax matters clearly to non-technical clients
Strong organisational skills and ability to manage multiple cases
Professional communication skills (written and verbal)
Experience in a professional services firm (accountancy, legal, or private client)
CTA qualification
ATT qualification
Experience dealing directly with HMRC
Benefits
Hybrid working: 3 days in the office, 2 days wherever you work best
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