Trust Tax Assistant

AJ Chambers
London (Central)
11 Feb 2019
13 Mar 2019
Job Role
Seniority Level
Contract Type
Full time

AJ Chambers are recruiting for a Trust Tax Assistant to work in a Top 100 Law firms London office


You will be joining a team that are responsible for around 100 trusts and funds, this give scope for exposure to a wide variety of work. You will be able to gain great experience within property and share portfolios, discretionary, life interest & charitable funds, personal injury trusts and family wealth management.


You will be assisting with the expansion of the team to offer work to include accounting matters for the probate and Court of Protection team within the Private Client Group. Your work will therefore be mostly accounting-based, but will also involve interaction with the wider Private Client planning team as part of the firms dedication to offer a complete service to clients.



Trust Tax Assistant Responsibilities:


  • Assisting with the production of annual trust accounts, and preparing Trust & Estate Tax Returns and beneficiary income statements
  • Preparing individual tax returns
  • Assisting with preparation of estate accounts
  • Preparing IHT100 returns
  • Arranging payments to beneficiaries and for trustees
  • Reconciling to third party records
  • Monitoring of client funds on deposit
  • Inputting data for trust accounting of bank, brokers and dividend information
  • Updating capital information of trustees??? share portfolios
  • Contact with other professional advisors as well as clients
  • To develop and maintain good client relationship skills, gaining clients??? confidence and that of other professionals


Trust Tax Assistant Requirements:


  • At least 2 years in a practical accountancy background
  • Income, Gains and Inheritance Tax experience
  • Fully computer literate
  • Experience with CCH is a plus



For further information on this Trust Tax Assistant role, please apply direct or contact Thomas Sharland-Harris at AJ Chambers

Similar jobs

Similar jobs