Trust Senior

35000 - 45000
Public Practice: Audit & Tax
Job 10060

Rutherford Briant are currently recruiting a Trust Senior for a great Top 30 Accountancy Firm based in their London office. They are a forward-thinking firm with modern offices, offering the ability to work from home 2 days per week.

They offer market leading salaries, and great company benefits as well as a proven track record of career progression and regular pay rises.

The position would suit a dynamic candidate who is looking for a new challenge and an exciting, varied role within trusts who is either a semi senior looking for a step up or a senior seeking a new opportunity.

What's in it for you?

  • Generous annual leave as well as a holiday buying and selling scheme
  • Hybrid working policy - 3 days in the office as well as agile working
  • 5% matched pension
  • Income protection
  • Health cash plan
  • Childcare vouchers
  • Critical illness insurance
  • 1 day off per year to volunteer

Duties & Responsibilities:

To implement allocated trust, estates and probate work to required standards, with work completed on time, and within budget:

• Successful preparation of all relevant client trust, estates and probate work (generally returns and accounts) and ensure self-review of common errors
• Monitor work progress on allocated tasks and update job workflow
• Be aware of budget and notify more senior team member if a task is taking longer than expected
• Monitor work progress and ensure appropriate levels of communication with all clients and internal stakeholders on progress for each key task or phase
• Be aware of budget and notify more senior team member if a task is taking longer than expected
• Assist with administrative tasks, e.g. running WIP reports, returning client papers, etc
• Identify where internal procedures/systems could be more efficient, relay this to more senior colleagues and assist with implementing changes
• Developing trust, estate and probate tax technical skills and keeping up to date through training courses, appropriate research and identification of changes in legislation, HMRC policy and as a result of cases.
• Take proactive steps to seek out tax advisory work from allocated trust, estate and probate work
• Ensure registration of all trust with the TRS (new and existing renewals) including appropriate client ID documents
• Supervise and support Semi Seniors and Assistants who are involved in production and delivery of trust, estates or probate work

If you're looking for a change in pace from your current tax role, then this could just be the opportunity that you're looking for

Kelly Hunt

Recruitment Manager

+44(0)1371 832 922