Tax & Trusts Assistant

AJ Chambers
Bury St Edmunds, Suffolk
£25,000 - £30,000 per annum
13 Mar 2018
12 Apr 2018
Professional Membership
Seniority Level
Contract Type
Full time, Permanent

AJ Chambers are currently recruiting for a Tax & Trusts Assistant on behalf of a leading accountancy firm based in Bury St Edmunds.


The practice’s main client base consists of medical practices, agriculture, private clients and owner managed businesses. 

At least 1 year of relevant experience and an understanding of Trust and Estate accounts would be ideal. Our client is willing to consider candidates who have similar experience or are qualified/studying a relevant qualification and full study support will be available to those who require it. Experience using CCH would be highly beneficial.



  • Preparation of Trust & Estate self-assessment tax returns and personal tax returns including related tax calculations
  • Preparation of Trust & Estate accounts
  • Liaising with clients, HM Revenue & Customs and third parties as required
  • Monitoring deadlines on Trusts and Estates
  • Day-to-day administration on clients
  • Completion of Inheritance Tax returns for Trusts and Estates
  • Ad hoc advisory work i.e. advising on Trust distributions
  • Assist with client meetings, engagement letters and general office administration


Our client is one of the leading practices in the area with regards to employee satisfaction and retention, they understand that their staff are the most important aspect of the business and as such, offer a myriad of benefits including but not limited to;

  • A highly competitive salary and private health insurance with individual cover available
  • 22 days holiday (excluding bank holidays) and a holiday purchase scheme
  • Matching employer pension contributions of up to 6% salary with possible salary sacrifice
  • Paid study leaves including all professional exams, study books, revision courses and resources paid for on the first attempt
  • Up to two professional subscriptions paid for and you will be encouraged to develop and learn by attending training courses and CPD events


If this role is of interest or you would like to know more, please apply direct or contact Max Evans at AJ Chambers.


Tax & Trusts Assistant - Bury St Edmunds

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