The role of the associate is summarized below:
The main part of the role will involve you preparing the annual trust and estate accounts and tax returns for assistant manager / manager review in conjunction with agreed timescales
- You will manage a client portfolio. In most cases an assistant manager or manager will be the client point of contact and you will support them by preparing the relevant communications.
- You will deal with other HMRC reporting, such as Inheritance Tax reporting and the trust registration service.
- You will prepare information requests based on the previous year's tax return and accounts for sending to the client.
- You may also have the opportunity to work on small advisory projects, ranging from dealing with day to day queries from your clients to preparing the tax computations for non UK trusts.
- In performing the role you will be expected to use and understand legislation, guidance issued by tax authorities and the firm's technical resources appropriately to aid in relevant area of work
- You may be expected to attend calls/ team meetings and when appropriate, answering client queries. You will take meeting notes and proactively follow up on the agreed actions with the support of managers
- You may lead simple assignments, including taking ownership for all aspects of planning fieldwork management with support from the Manager/Engagement leader
- You will join the weekly Trust team department meeting
As part of your role you will be responsible for making sure the client take on process including appian is carried out. Support is provided through a dedicated appian colleague who will input the client details onto appian and deal with many of the tasks. Your role will be to check in regularly to make sure this is happening, to draft emails to request additional information from the client, and to carry out a first review of the draft contract.
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