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TRUST AND TAX EXECUTIVE / SOLICITOR

Job Title: TRUST AND TAX EXECUTIVE / SOLICITOR
Contract Type: Permanent
Location: Stratford upon Avon
Industry:
Salary: 30000 - 50000
REF: TH88322
Contact Name: Taryn Hall
Contact Email: thall@responsenetwork.co.uk
Job Published: 8 months ago

Job Description

TRUST AND TAX EXECUTIVE / SOLICITOR

 

Trust and tax compliance management
- Providing training on CCH
- Providing training on Trust Registration Service and managing completion of registrations
- Preparing Trust deeds
- Preparing Trust accounts
- Preparing Personal, Trust and Estate tax returns/R185s
- Reviewing Personal, Trust and Estate tax returns, trust accounts and repayment claims
- Liaising with HMRC, trustees, beneficiaries and stockbrokers
- Dealing with clients’ lifetime tax affairs
- Charity Annual Returns
- Preparing and submitting forms 41G, IHT35 and IHT38s
- Calculating and advising of capital gains tax
- Inheritance tax calculations and IHT100 accounts re 10 year charges, exit charges, end of IIPs
- Trust and tax advice
- VAT returns
- Conducting investment portfolio reviews
- Reviewing and reconciling OPG102 forms - accounts
- FATCA and CRS compliance management - registering trusts with IRS and completing Annual returns
- Stockbroker CRS/FATCA forms - completion and advice
- Registering for LEI numbers

 

HOURS OF WORK      -           37.50

                                                Monday to Friday 0900-1730

PLACE OF WORK                     Stratford upon Avon

 

SALARY                       -           negotiable

Confidential - £26k (for Executive)

Confidential - £35k (for junior solicitor)