Tax Apprentice

Kings Court Trust Ltd
Spectrum House Kings Court Trust Lt, Bond Street, Bristol, BS1 3LG
£12,000.00 - £15,000.00 per week
Closing date
1 Dec 2021

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Banking & Financial Services
Role Type
Apprenticeship, Higher
Job Purpose:

To develop towards being able to work on and advise on all aspects of tax within the estate administration process. Including; Inheritance Tax (IHT), Capital Gains Tax (CGT) and Income Tax.

Key Responsibilities:
  • Collate, review and calculate the income paid in the tax year to date of death
  • Collate, review and calculate the income paid in the period of administration
  • Report any income tax and CGT calculations to HMRC
  • Review disposal of assets during the estate administration process to establish if any CGT needs to be paid
  • Review estates to establish if any Inheritance tax is payable considering exemptions and allowances
  • Complete the relevant IHT forms for submission at HMRC

In our business, values and behaviors are crucially important to us. We expect all team members to understand, promote and demonstrate the following behaviors at all times:

Pro-Activity.Approach work with a cheerful, positive 'can do' attitude. To work collaboratively with others in order that mutually satisfying outcomes are achieved. Have a real "will to win" attitude and be determined and resolute. Be progressive, and be happy to change and innovate.

Professionalism.Act and behave in a way that delivers the best results for the business, stakeholders and colleagues. Put clients, partners and colleagues at the heart of everything. To be fair minded and act with commercial responsibility, always displaying a high level of integrity and ethical behaviour.

Pride.A strong advocate of the business and will promote a "one-team" approach. To set the standard showing high levels of commitment and aiming to "get it right first time". Produce work to be proud of which will have a positive impact for our clients, partners and colleagues. Lead by example, aiming to exceed expectations and encourage colleagues to do the same.

Politeness.Show respect and empathy to families, partners and colleagues. Encourage communication and listening. Put clients and colleagues at the heart of everything, listening and responding to their needs compassionately and demonstrating respect for their opinions and wishes.

Requirements and prospects

Desired skills

  • Good knowledge of Office 365 suite
  • Fairly competent at excel and numeracy
  • Highly organised
  • Attention to detail
  • Great time management and organisation

Personal qualities

Strong work ethic.

Desired qualifications

  • A levels or more ideal
  • At least a good set of GCSE's particularly maths and English

Future prospects

This can lead to a PERM role within the business with good progression into a technical specialist.

Things to consider

Benefits include:
  • 25 days holiday + BHS
  • Health cash plan
  • Income protection/life insurance
  • Shopping PERKS
  • Support towards well-being and Mental Health
  • City centre based

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