Reporting directly to a Partner, and based within the Private Client team the role will involve:    

• Setting up new trusts and completing HMRC forms.
• Administration of trust affairs.
• Ensuring fees are paid in a timely manner.
• Tax returns and claims.
• Preparing trust accounts.
• Preparing for audit and liaising with Auditors.
• Tax returns for clients.

Experience in a similar client facing role is essential. Ideally you will have tax and trust accounting experience.

This role could be worked on a full or part-time basis and the successful individual will be reliable and have the ability to work on their own initiative.

INDFIN