Tax and Trusts Administrator - circa £26,000 - Torquay

This vacancy is now closed
£23,000 - £27,000 - Accountancy & Finance
Ref: 119 Date Posted: Thursday 25 Apr 2019
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  • Torquay
  • £23,000 - £27,000 (possible flexibility on this)
  • Monday to Friday (09:00 - 17:15)

An extremely reputable company, based in Torquay, are looking to add an experienced tax and trusts specialist to their team. This isn't working for an accountancy practice, so it is a good way to have a change of direction for someone who has experience coming from an accountancy background. Working in modern offices, within a friendly, supportive and positive environment, this is an opportunity for someone who enjoys client interaction and working within a team environment. The successful candidate will be responsible for the management and administration of the trusts, responsible for the distribution of assets within those trusts, using the wishes of the individuals that created them. This will also include dealing with personal tax issues on behalf of clients. This position requires someone who is self-sufficient and self-motivated, while being able to enjoy the responsibility for running their own niche within the business.


Tasks will include:

  • Personal taxation of clients' affairs
  • Completion of individual tax returns
  • Completion of trust tax returns
  • Setting up of trust accounts and keeping records
  • Managing the assets within the trusts
  • Overseeing distribution of income and capital within the trusts
  • Advising trustees on their duties and responsibilities
  • Liaising with beneficiaries on their entitlements
  • Preparing annual trust accounts and tax returns
  • Transferring and investing balances on behalf of the client / trust


Skills and experience required:

  • Experience of managing trusts and personal tax
  • Excellent relationship building and client management skills
  • Ability to manage own workload
  • AAT or ATT could be desireble



  • 25 + 8 holidays
  • At Christmas most years an additional 1-2 days (discretionary)
  • Birthday day off
  • Pension
  • Death in Service
  • NHS top up with WPA - cash back plan (Dental treatment / eye tests to claim back)
To apply, please submit your application or alternatively please contact James at Aspiria Recruit (contact details on the Aspiria Recruit website)