Trust & Estates Executive

Churchgates brings together a unique and powerful combination of Accountants, Tax Advisers, Solicitors, Financial Planners, Investment Managers, and a dedicated team of operational support staff all under one roof. We believe in treating everyone with respect, and our culture reflects this through a friendly yet professional environment where traditional values still matter.

This position is based in the tax department of our office based in Bury St Edmunds. The role would predominantly relate to the private client sector, being within the Trust and Estates team. The Trust and Estates team deal with legal and compliance matters for Trusts and Estates and also provide advice regarding tax and Trust structures for the associated families.

We are seeking someone who can confidently manage their own workload to tight deadlines, demonstrates excellent attention to detail, and has the ability to learn and apply complex information. Strong communication skills are essential. You will also have experience working with Trusts and be a natural fit for our friendly yet professional workplace culture.

• Review of standard Trust & Estate self-assessment tax returns and personal tax returns including related tax calculations.
• Preparation of complex Trust & Estate self-assessment tax returns and personal tax returns including related tax calculations using the firm’s software (CCH), for review by a senior member of staff. All related correspondence with clients, HM Revenue & Customs and third parties as required.
• Review of standard Trust & Estate Accounts.
• Preparation of complex Trust & Estate Accounts using the firm’s software (CCH Trust Accounts), for review by a senior member of staff.
• Monitoring deadlines on Trusts and Estates such as annual compliance, ten yearly charges and beneficial entitlements.
• Dealing with the day-to-day client administration.
• Preparation of complex and review of standard Inheritance Tax returns for Trusts and Estates.
• Preparation of ad hoc advisory work, such as advising on Trust distributions, for review by a senior member of staff.
• Supporting and training other members of the Trusts and Estates Team.
• Provide support in dealing with telephone calls, client meetings, engagement letters and general office administration.
• Carry out any other duties to meet with the needs of the business.

• The ideal candidate would either have 3-5 years relevant experience working in Trusts and Estates.
• Full/part qualification in CTA or STEP
• You need the ability to manage your own time and work to deadlines
• You will have to communicate effectively with other team members and have the ability to work well in a team as a whole
• You will need to have great attention to detail
• Depending on the candidate and current qualifications and experience, Churchgates would be prepared to offer study support towards further qualifications, if appropriate.

• A competitive starting salary
• 24 days holiday (excluding bank holidays)
• Birthday Leave
• Holiday purchase/sale scheme
• Flexible homeworking policy
• Matching employer pension contributions of up to 6% salary
• Salary sacrifice available for pension contributions
• Income Protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension Age
• Private Health Insurance – Individual cover available
• Paid study leave
• All professional exams, study books, revision courses and resources paid for (at the first attempt)
• Up to two professional subscriptions paid for
• Encouragement to develop and learn by attending training courses and CPD events
• Employee Assistance programme
• Length of service recognition
• Social events paid for or subsidised by the firm