Our client is a Top 20 accountancy firm, they seek a trust specialist to join their Leeds office. The trust team deals with various trusts, including estates, probates, individual clients and their families. The firm has achieved significant growth in the last few years. It is now looking to expand its Private Client offering including the Trusts team.
Your responsibilities will include the following:
• Training, mentoring and appraising a junior team member
• Managing your clients tax affairs
o Including preparation and reviews of Trust Accounts, Tax Returns and forms r185
o Annual minutes and administration of Trusts
o Distribution planning for Trusts
o Personal tax returns
o Meetings with clients where appropriate
• Ensuring that your team meets critical deadlines for tax compliance and annual accounts.
This is an opportunity to get proper management experience, to help manage a team of more junior people. Ideally you will have a relevant qualification e.g ATT, ACA, ACCA, legal exec or STEP. There is clear opportunity for progression in this dynamic growing team.
Hybrid working available also flexible working and part-time.