An opportunity has arisen for a Tax & Trust Administrator to join the Tax & Trusts Team in our well-regarded Private Client department based in our Torquay office.
We are therefore seeking a motivated, client focused individual who is looking for a new and challenging opportunity and has a broad range of experience of dealing with trusts and tax issues on behalf of clients gained from either a legal or accountancy background.
To undertake fee earning work as a Tax & Trust Administrator in the Private Client department, with specific responsibility for the management and administration of trusts, overseeing the distribution of assets within those trusts according to the wishes of the individuals who created them and dealing with personal tax issues on behalf of clients.
To provide a profitable contribution to the work of the Private Client department, as a whole.
The Tax & Trust Administrator is expected to use a high degree of self-management and initiative whilst delivering outstanding client service and seeking to protect their clients’ interests at all times.
To undertake and be responsible for:
The personal taxation of clients’ affairs.
The completion of Individual Tax returns.
The completion of Trust Tax returns.
The setting-up of trust accounts and maintaining trust records.
Managing the assets held within a trust.
Overseeing the distribution of income and capital within a trust according to the terms of the trust.
Advising trustees on their duties and responsibilities.
Liaising with beneficiaries regarding their entitlements.
Preparing annual trust accounts and tax returns.
Transferring and investing balances on behalf of the client/trust.
Position: Tax & Trust Administrator
Department: Private Client
Contract: Full-time, permanent contract
Hours of Work: 35 hours per week
Start Date: As soon as possible
Closing Date: Friday, 26th April 2019
If you are interested in applying for this position and would like an application pack, please contact the Firm’s HR Manager, Louise Mason, or the HR Officer, Julie Squires, on 01803 202020. Alternatively, please download a copy of our Employment Application Form and return your completed form to:
Miss L Mason
Devon TQ2 7FA
* No Agencies Please *
Mail: Miss L Mason, HR Manager, Kitsons LLP, Minerva House, Orchard Way, Edginswell Park, Torquay, Devon TQ2 7FA