Trust Tax Specialist - Yeovil - Private Client
yeovil, somerset
£45,000 - £75,000/annum
Posted 1 day ago
About the role
Reference: ORJ _ Trust Tax Specialist - Yeovil - Private ClientLocation: Yeovil (Hybrid Working)Type of Role: Permanent, Full-timeSalary: 45,000 to 75,000 (DOE)A well established regional law firm is seeking a Trust Tax Specialist to join its respected Private Client department in Yeovil. This is a fantastic opportunity to take on varied, interesting work within a supportive, collaborative team that values expertise, initiative and exceptional client service.The RoleYou will play a key role in supporting the firm's growing trust and estate administration offering, managing a diverse and busy caseload. Responsibilities include:Administering trusts and distributing assets to beneficiaries in line with trust termsPreparing tax returns for individuals, trustees and executorsProducing tax deduction certificates and annual trust accountsManaging trust related tax liabilities and ensuring tax efficient outcomesHandling trust registration compliance and online filing for the probate teamSupporting the wider Private Client team and contributing to new client relationshipsCandidate RequirementsThis role is suited to a professional with:Experience in trust and estate taxation and the preparation of trust accountsStrong understanding of trust administration and associated tax obligationsAbility to manage your own caseload with limited supervisionAn accountancy background or broader private client experience (highly beneficial)Excellent interpersonal skills and a collaborative, team focused approachStrong organisational skills, accuracy and the ability to meet deadlinesA proactive, ambitious mindset and the ability to see the bigger pictureBenefitsThe firm offers:Competitive salary and benefits packageHybrid and flexible working arrangements25 days' holiday plus bank holidays and your birthday offPrivate healthcarePension scheme and life assuranceEye tests, flu jabs and wellbeing supportCorporate gym membership discountsOpportunities to get involved in charity initiatives, sports teams and social eventsGenuine career development within a transparent progression frameworkHow to ApplyIf this opportunity sounds of interest or you'd like a confidential conversation about your next career move, please contact:Olivia Reed - Senior ConsultantEmail: : / The firm is an equal opportunities employer and welcomes applications from all backgrounds. Adjustments to the recruitment process can be made to support individual needs.*At Chadwick Nott, we are committed to developing a diverse and inclusive culture as well as supporting our large client network achieve the same. We are an equal opportunities employer and encourage applications of all qualified candidates regardless of their age, sex, race, disability, sexual orientation, disability, culture or anything other personal characteristic. We champion and celebrate diversity in the workplace. Where a level of experience is indicated, please note that this is only a guideline.*
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