ProTalent Limited·23 hours ago
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Trusts & Estates Senior Manager
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What you'll do
- 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
What they're looking for
- 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
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
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!
Company
ProTalent Limited
Eastbourne, United Kingdom
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