Trust Controller - Central London

Ref: 303 Date Posted: Tuesday 14 Sep 2021
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ProTalent are currently working with an exciting Top 50 Accountancy Firm to advise dynamic businesses, not for profit organisations, private individuals and families on all areas of business, tax and wealth. They help clients make confident decisions about their future.

With offices across LondonKent and Sussex and international reach, they are dedicated to meeting and exceeding the needs of all our clients wherever their ambition takes them.

Provide a full range of accountancy, business advisory and financial services that will help clients to achieve their personal and business goals.

We are looking for a trusted and valid member of staff to join their current team.

Firm Culture and Benefits

Having started out over 100 years ago, they are long-standing employers across their office communities in Kent, Sussex, London - and beyond. Proud of the reputation they have built and grateful to their people for making it stronger every day. Their strong commitment to living the firm’s values means they listen carefully to their teams and enjoy helping each other succeed – creating a culture in which employees can thrive and provide the highest service to clients.

They want all employees to be rewarded for their hard work and enjoy a balanced lifestyle, which is why they offer benefits such as agile working, and an engagement programme centred around mental health and wellbeing.

Other benefits they offer their employees include up to 5% contribution on pension scheme and a grade specific flexible benefit pot to use throughout the year on a range of benefits (including mandatory Private health plan, Death in service and Income protection) from gym membership and restaurant discount cards, to travel insurance and additional health insurance - and much more.

Role Description

The Trusts Controller will manage a portfolio of a diverse range of private clients, providing support to supervisors and managers whilst supervising junior staff.  Reporting to supervisors and managers, you will take responsibility for completing tasks accurately, to deadline and liaising with clients in line with the Client Charter.  You will need to demonstrate initiative and judgement and develop technical expertise and progress against technical competencies. 

The objectives of the role

Your goal will be to ensure all client personal tax needs are met whilst ensuring that all client hygiene targets are adhered to.

Responsibilities

  • Review tax returns and accompanying workings as drafted by junior staff;
  • Obtain missing information etc. from the client, third parties or elsewhere in the firm as appropriate;
  • Complete posting for complex or missing areas of tax returns or oversee this;
  • Prepare complex capital gains computations;
  • Provide on the job training for junior staff where possible and providing feedback on a timely basis.

Requirements

  • Qualified/Part Qualified CTA/ATT with relevant on the job experience or qualified by experience
  • Driven, self starter attitude
  • Excellent communication skills
  • Approachability 

Thank you for your interest.