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Trusts & Estates Senior/Semi-Senior

Weymouth Permanent £33,000 - £42,000 per year View Job Description
This is an exciting opportunity for a Trusts & Estates Senior/Semi-Senior to join a growing South-Western firm in either their Weymouth or Bristol offices. The role involves providing expert support in the Tax department, ensuring compliance and offering strategic advice to high-value Trusts & Estates clients.
  • Become an expert in a highly sought-after tax discipline
  • Work with a broad variety of high-value clients in an ambitious, growing firm

About Our Client

This growing accountancy firm is well-regarded within the industry and operates as a mid-sized firm. They are committed to delivering high-quality services to their clients and fostering professional growth among their team members.

Job Description

  • Prepare and review tax returns for trusts and estates, ensuring accuracy and compliance with regulations.
  • Provide strategic advice on trust and estate planning to clients.
  • Assist with inheritance tax planning and computations.
  • Maintain up-to-date knowledge of relevant tax legislation and its application.
  • Communicate effectively with clients, addressing their queries and providing tailored solutions.
  • Support the Tax department with complex tax planning projects.
  • Collaborate with other teams within the firm to provide comprehensive client service.
  • Identify opportunities for process improvements and contribute to their implementation.

The Successful Applicant

A successful Trusts & Estates Senior/Semi-Senior should have:

  • A strong understanding of trusts and estates taxation.
  • Relevant professional qualifications or part-qualifications in tax or accountancy.
  • Experience in preparing and reviewing tax returns for trusts and estates.
  • Good analytical skills and a detail-oriented approach.
  • Proficiency in using tax software and related tools.
  • A commitment to delivering excellent client service.

What's on Offer

  • Competitive salary ranging from £33,000 to £42,000 GBP.
  • Opportunities for career development within the professional services industry.
  • Supportive and collaborative working environment in Bristol or Weymouth.
  • Potential benefits package to be confirmed.



If you are ready to take the next step in your career as a Trusts & Estates Senior/Semi-Senior, apply now!

Contact
Doug McGarvey
Quote job ref
JN-102025-6859548
Phone number
07811005917

Job summary

Job function
Tax
Subsector
Tax Practice
Sector
Business Services
Location
Weymouth
Contract type
Permanent
Consultant name
Doug McGarvey
Consultant phone
07811005917
Job reference
JN-102025-6859548