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Tax/Trust & Estate Apprentice

Employer
Sussex Skills Solutions
Location
Eastbourne, East Sussex
Salary
£15,000-£18,000 per year dependent upon experience
Closing date
30 Sep 2021

View more

Sector
Apprenticeship
Function
Apprenticeship
Contract Type
Apprenticeship
Hours
Full Time

Job Details

Apprenticeship summary

  • Working week: 08.45am – 17.30pm 1 hours lunch break 5 days a week unless at college for 1 day a week
  • Total hours per week: 38.75
  • Annual wage: £15,000.00 - £18,000.00
  • Expected duration: 18 months
  • Apprenticeship level: Higher Level Apprenticeship
  • Positions: 1 available

Vacancy description

Reporting to the partner and client manager assisting with all aspects of trust and estate administration and tax compliance to include:

  • Drafting trust and estate accounts to include cash analysis and investment schedules
  • Assisting the client manager with everyday trust and estate administration including responsibility for maintaining trust and estate clients’ reporting via the Trust Registration Service
  • Drafting trust and estate tax returns
  • Preparing inheritance tax computations for trust 10 year and exit charges
  • Drafting personal tax returns
  • Liaising with clients and HM Revenue & Customs.

Requirements and prospects

Desired skills

Skills required:

  • Excellent attention to detail
  • Able to work using own initiative and keep to deadlines
  • Current working knowledge of Outlook, Word, Excel

Personal qualities

A willingness to develop technical knowledge by way of in-house training, external courses and studying for professional qualifications.

Desired qualifications

You must already hold AAT Level 3 to apply for this apprenticeship.

Future prospects

We will provide training for ATT and STEP Certificate. Following successful completion of these, you will have the opportunity to develop your legal, accounting and tax knowledge further by studying for the STEP Diploma in Trusts and Estates and become a full STEP member and Trust & Estate Practitioner (TEP), a worldwide professional qualification within the private client arena.

Things to consider

We have regular social events (when rules allow) and a great team ethos.

There is four weeks holiday and death in service and company pension to join, after a qualifying period. 

The wages will depend upon experience and previous qualifications, so please note the wage range.

About the employer

Humphrey & Co

https://www.humph.co.uk/

Description

As a forward-thinking firm of Chartered Accountants and Tax Advisors we continue to evolve the business to incorporate the latest developments in accounting and taxation so that our clients benefit from our expertise in many specialist areas whilst receiving a personalised service. Our greatest asset is our highly experienced and dynamic team. Investing in the continued professional development of our staff is integral to the future of the firm and the comprehensive service we provide.

Address

8-9

The Avenue

Eastbourne

BN21 3YA

Employer's application instructions

To apply for the role please email a CV to rori@humph.co.uk addressing it to Rita Ori. Please make you quote the apprenticeship that you are applying to.

Training

Training provider

EAST SUSSEX COLLEGE GROUP

Contact

  • Katie Parris
  • 030 300 39871
  • katie.parris@escg.ac.uk

Training to be provided

  • Apprenticeship Certificate (Pass or Distinction)
  • Level 4 AAT Professional Diploma in Accounting
  • Level 2 Functional Skills in English and Maths(equivalent to GCSE grade A-C or level 9-4) unless exempt.

You will be required to attend college, at the Eastbourne Campus, one day per week, term time only.

Apprenticeship standard

Professional accounting / taxation technician

Company

Bringing an innovative approach to the delivery of apprenticeships and employer-focused skills training in the South East, East Sussex College Group is a joint venture between Sussex Downs College and Sussex Coast College Hastings.

East Sussex College Group is an apprenticeship and skills training specialist serving the whole of Sussex.

Did you know?

East Sussex College Group is a working partnership between Sussex Coast College Hastings and Sussex Downs College, and since launching, has worked with a number of businesses in the South East to help them utilise funding streams and create their own internal training programmes.

Plus, by drawing on decades of experience and expertise from staff at both colleges, East Sussex College Group is able to successfully match the right apprentice in a role that is right for the business and the individual.

SSS [square]

 

If you would like to find out more about how East Sussex College Group can help you, please get in touch on 030 300 39777, info@sussexskillssolutions.co.uk or at: www.sussexskillssolutions.co.uk

 

 

 

 

Company info
Telephone
030 300 39871
Location
ECAT House
Cross Levels Way
Eastbourne
BN21 2UF
GB

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