TRUST AND TAX EXECUTIVE / SOLICITOR

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)