Trusts & Estates Senior/Semi-Senior
19 hours ago
Weymouth
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. Client Details 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. 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. A successful Trusts & Estates Senior/Semi-Senior should have: • A...