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TRUST SPECIALIST | CAMBRIDGESHIRE | COMPETITIVE SALARY

TRUST SPECIALIST | CAMBRIDGESHIRE | COMPETITIVE SALARY

  • Location

    Cambridge, Cambridgeshire

  • Sector:

    Trusts

  • Type:

    Permanent

  • Salary:

    £45000 - £55000 per annum + Benefits + Parking + Flexi-Working

  • Contact:

    Ashleigh Polakiewicz

  • Contact Email:

    ashleigh@pro-tax.co.uk

  • Salary:

    55000

  • Salary:

    45000

  • Reference:

    BBBH39065_1520440314

  • Published:

    7 months ago

  • Expiry Date:

    2018-04-06

Brand new opportunity has just arisen for a Trust Specialist to join a reputable firm in Cambridgeshire.

As the Trust Specialist you will be working directly alongside the Trust Director on a range of technical projects and be a core member of the compliance team.

Trust Specialist Duties & Responsibilities

  • Managing a portfolio of trust and personal tax returns to include monitoring of billing and work in progress
  • Meeting and liaising with clients to discuss their tax affairs
  • Preparing various Inheritance tax forms including those dealing with ten yearly charges
  • Ensuring that opportunities for tax advice to trusts and clients are identified and acted upon on a regular basis
  • To assist in marketing trust and taxation services with the Associate Tax Director and Directors
  • Attending networking events, in order to promote the firm, as required

The ideal candidate will be ATT/CTA or STEP qualified and have previous Trusts experience.

All applications are to be made to Ashleigh Polakiewicz of Pro-Tax via Ashleigh@pro-recruitment.co.uk or 0207 269 6324, with the career progression on offer with this role applicants are encouraged to apply ASAP.

The Pro-Recruitment Group consists of four distinct brands: ProTax, ProLegal, ProFinance and ProHR