Trust Tax Assistant Manager

Your new company
One of the leading independent tax and accounting advisory firms in the North West, our client is headquartered in Liverpool, employing over 100 staff, and provides expert services to a wide variety of SMEs and large groups, with everything from registering for self-assessment and forming a company, to raising funds for growth and planning for exit.

Your new role
The Private Client Assistant Manager will be part of a growing team of advisors and specialists who provide high-quality tax and compliance services to personal tax clients, including high-net-worth individuals, trusts and estates.

• Dealing with tax compliance matters for personal tax and trust clients, ensuring a first-class service is delivered.
• Preparation of tax returns, ensuring all necessary data is collated.
• Estate administration and accounts preparation.
• Ensuring compliance with the Trust Registration Service, including preparation of Inheritance Tax event forms.
• Establishing and maintaining strong client relationships through regular ongoing communication.
• Dealing with communications from HMRC, third parties and clients.
• Aiding the tax and trust management team on various ad hoc tasks, compliance and advisory, as and when required.
• Undertaking technical research into specific areas of legislation; ensuring your knowledge is regularly updated