Trust Tax Associate
3 days ago
Fareham
Trust Tax Associate Up to £60,000 DOE Fareham Permanent We are seeking a Trust Tax Associate to join our client, an established and growing Tax team within a professional and forward-thinking financial services environment. This role will support the delivery of high-quality trust, estate, and personal tax compliance while contributing to a variety of ad hoc advisory tasks. If you have experience in trust taxation and enjoy working in a collaborative environment, this is an excellent opportunity to develop your technical expertise and progress your career. Key Responsibilities • Manage trust registration and ongoing maintenance with HMRC., • Prepare trust tax returns, estate tax returns, and trust accounts, ensuring accuracy and compliance., • Complete inheritance tax reporting, including periodic and exit charge calculations., • Support a range of ad hoc tax tasks, including bond gain calculations, pension annual allowance assessments, and CGT and income tax estimates., • Liaise directly with clients and internal financial advisers to provide clear, timely guidance., • Maintain up-to-date knowledge of trust, estate, and wider tax legislation., • Strong knowledge of trust and estate taxation., • Experience pr...