State & Local Tax Associate at Baker Tilly handling tax forms for clients. Specializing in sales & use tax compliance for middle market and Fortune 500 clients in various jurisdictions.
About the role
- Trust Tax Assistant at Eight managing a varied portfolio of trusts and estates. Delivering compliance services and supporting professional development within the Tax team.
Responsibilities
- Assist with ongoing trust compliance, such as:
- Annual trust returns, estate tax returns and accounts
- Inheritance tax returns, including periodic and exit charge calculations
- Trust registration and maintenance with HMRC
- Assist with adhoc tax tasks including bond calculations, pension annual allowance calculations, capital gains tax and income tax estimates
- Maintain up-to-date knowledge of trust and tax law developments
- Liaise directly with clients and in house financial advisers, as required
- Occasionally support the team at client events
Requirements
- Knowledge of trust and estate taxation
- Experience preparing trust tax returns and related filings
- Excellent attention to detail and analytical skills
- Ability to explain tax matters clearly to non-technical clients
- Strong organisational skills and ability to manage multiple cases
- Professional communication skills (written and verbal)
- Experience in a professional services firm (accountancy, legal, or private client)
- CTA qualification
- ATT qualification
- Experience dealing directly with HMRC
Benefits
- Hybrid working: 3 days in the office, 2 days wherever you work best
- Performance bonus + Company-wide bonus (when Eight hits targets)
- 28 days' holiday + bank holidays + your birthday off
- Private medical insurance & life assurance (4x salary)
- Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
- Free mortgage and pension advice from our in-house experts
- Volunteering time: 8 paid hours annually via The Eight Foundation
- Regular socials & epic events
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