Tax Assistant

Kate & Co
Leamington Spa
£20,000 - £24,999
13 Apr 2019
17 Apr 2019
Contract Type
Full Time

Kate & Co are excited to be working with one of its key clients who who are recruiting for an experienced Trust Assistant to join their Private Wealth department in Leamington Spa

The role will involve dealing with:

Income tax and capital gains for individuals and estates (period of administration)

Administration of Trusts (excluding investments)

Maintaining records on Isokon, preparing trust accounts, completing tax returns

Calculating and paying income tax and capital gains tax, completing IHT forms and calculating tax where necessary

Also preparation of Charity accounts and annual returns

Maintaining capital gains records for trust and investment clients (involving use of Isokon)

Dealing with Deputyship and Attorneyship cases.

Preparing VAT returns

Companies House/HMRC Compliance, submitting accounts, annual returnsCalculating loan interestPreparing trust accounts and submitting tax returns if required


Person Specification:

We require someone who has tax experience who thrives working in a team and takes a proactive approach to their work. We will expect you to:

· Have an excellent telephone manner and the ability to communicate effectively at every level of the business

· Have an eye for detail, ensuring a consistent high level of accuracy

· Demonstrate flexibility and the ability to use a high degree of self-management and initiative.

· Be highly organised and professional

· Be motivated and enthusiastic with a positive ‘can do’ attitude, remaining calm when under pressure

· Have proficient IT skills and the ability to learn how to use new systems and technology quickly

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