Job Description

Trust & Estate Tax Executive

Cambridge

A well-established practice located just outside Cambridge is seeking a motivated individual with experience in Trusts & Estates, or a private client background who wishes to specialise in this area. This role offers the opportunity to work on a diverse portfolio of Trust and Estate clients while receiving support from an experienced team. Flexible and hybrid working arrangements are available, and part-time applications are welcomed (minimum 3 days per week).

Role Responsibilities

Prepare and manage annual Trust and Estate tax returns and accounts Handle Inheritance Tax reporting and Trust Registration Service submissions Assist with general Trust administration and advisory work Support clients with HMRC enquiries and disclosures Prepare 60-day Capital Gains Tax returns where required Contribute to a collaborative team environment, sharing knowledge and expertise

Personal Requirements

Qualified by experience, or ATT, CIOT, or STEP membership (or working towards these qualifications) Strong technical knowledge of Trusts & Estates or private client taxation Excellent attention to detail and organisational skills Ability to manage a varied portfolio of clients and meet deadlines Strong communication skills, both written and verbal Willingness to continue professional development and gain relevant qualifications

Benefits

25 days annual leave plus Bank Holidays Staff parking available Pension with 6% employer contribution Flexible benefits package including Private Medical Insurance, Permanent Health Insurance, and options to buy/sell holiday Volunteering leave Coverage of professional membership fees
Job Types: Full-time, Permanent

Pay: Up to 38,000.00 per year

Work Location: In person