1. Finance
2. Accounts
About Our Client
A leading professional services organisation based in West Sussex are looking to hire a full time permanent Trust & Tax Manager.
Job Description
As Trust & Tax Manager, you will be responsible for:
3. Tax planning advice regarding all aspects of trusts.
4. Inheritance tax calculations
5. Completion of trustees' annual tax returns, delivery to HM Revenue and Customs and arranging payments of tax by statutory deadlines
6. FATCA/CRS/Trust Register reporting
7. Support to the wider private client team whose work involves will drafting, estate planning, complex.
8. Tax planning, trusts and estate administration, preparation of lasting powers of attorney, and administration on behalf of a range of private clients.
9. Corresponding effectively with trustees and beneficiaries regarding distributions of income and capital
10. Liaising with investment managers concerning performance, valuations, statements, and advice.
11. Helping to devise 'family office' services - administrative matters and collation of information for report preparation
The Successful Applicant
12. Accounting qualification
13. ATT, CIOT or STEP
14. Preparing trust accounts
What's on Offer
£45-60,000 DOE