Are you a highly skilled and experienced professional in Trusts & Estates? If so, we have the perfect role for you!
We are working with a leading accountancy firm located in Eastbourne, East Sussex who provide a full range of services to a diverse range of clients. They are seeking a dynamic Senior Manager to assist with all aspects of estate and trust administration, along with tax compliance and other private client work.
The firm:
Prestigious accountancy firm renowned for its excellence and commitment to client service
A supportive and collaborative work environment that encourages professional growth and development
Competitive salary and benefits package
Located in the beautiful coastal town of Eastbourne, East Sussex
Responsibilities include:
Preparation of trust accounts, tax returns and IHT forms
Advising clients on tax and legal implications of creating trusts and appointment out of trusts
Dealing with trust administration, such as TRS, CRS and FATCA
Reviewing trust tax returns and accounts prepared by others and providing feedback and training
Responsible for estates, reporting to the T&E Partner as Head of Legal Practice (HOLP) when required
Acting as Authorised Individual (AI), alongside the T&E Partner
Providing fee quotes and reviewing quoted fees monthly to ensure compliance with ICAEW’s price and service transparency requirements
Preparation of accounts, tax returns and IHT forms for estates (where required) and legal statements and other related documents
Ensuring compliance with the ICAEW probate regulations, including identifying any possible contentious matters in the future
Maintaining technical knowledge on topical estate matters
Preparation of complex personal Self-Assessment Tax Returns
Supporting both the T&E Partner and Tax Partner with technical tax research, drafting reports and letters of tax advice and review of complex tax returns
Requirements:
Experience in Trusts & Estates, gained within an accountancy practice or similar professional services firm
An understanding of inheritance tax, capital gains tax, and other relevant tax laws
Knowledge of trust administration, estate planning, and succession planning
Excellent communication skills, with the ability to build rapport and effectively liaise with clients and colleagues at all levels
Relevant professional qualifications such as STEP or ACCA/ACA/CTA
If you are a proactive & driven professional seeking a new challenge in Trusts & Estates, we would love to hear from you. Contact Dominique today!
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