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Senior Tax And Trust Executive


Brook Street Recruitment are looking for a Senior Tax and Trust Executive. Senior role combining trust administration, accounting, and extensive tax duties, including tax return preparation and compliance. Client interaction expected. Responsibilities: 1. Prepare trust, estate, and personal tax returns using IRIS software. Manage correspondence and deadlines. 2. Compile trust accounts and monitor related deadlines. 3. Manage day-to-day client administration. 4. Handle inheritance tax returns and provide ad hoc advisory services. 5. Assist in training junior staff. 6. Undertake other tasks as required. Requirements: - Professional qualification (e.g., STEP, ATT, CTA part-qualified). - 2+ years' experience in a client-facing role in private client or trust department. - Strong organisational and interpersonal skills. - Proactive mindset. - IT proficiency, preferably with IRIS. Full-time, Monday to Friday, 9 am to 5:15 pm, at one of our Chichester offices. Competitive salary based on experience. For more information on this role, please contact the Southampton team

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