Overseeing the preparation of accounts for trusts and charitable organizations
Tax computations and tax return preparation
Producing meeting papers for client meetings
Trust compliance including registrations and inheritance tax forms as required
Assisting with more complex tax advisory and compliance work on ad hoc assignments when
called upon by senior managers and partners
Assisting with training of junior members of staff
Required Knowledge, Skills, and Abilities
A professional qualification(s), such as AAT, ATT, ACA, ACCA, CTA or TEP. Preferably newly qualified with 1 – 3 year’s post qualification experience. Other relevant qualifications or experience will be considered as appropriate
Knowledge of trust accounting and tax
Experience in preparing Inheritance Tax returns
Knowledge of personal taxation and experience dealing with tax compliance