Trust Senior
Trusts Senior
Liverpool
£40,000 - £45,000
Clark Wood are currently working with a large regional practice who are looking for a Trust & Estates Senior in their Liverpool office
Managing a portfolio of trusts and/or estates, ensuring accurate and timely administration
Preparing trust and estate accounts, income tax returns, inheritance tax forms and related calculations
Advise clients re Trust wind up, income distributions and management of tax payments
Assisting senior colleagues with succession and estate planning projects
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.
ATT, AAT, CTA Student or Qualified
Should you be working in Private Client Tax at the moment across Liverpool or the North West and keen on a new Trusts opportunity then please do not hesitate to apply below!
For further information on this role please contact Jack Wyatt at Clark Wood - [email protected] / Mobile: 07880 255933
#CWJG
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