Trusts & Estates Senior Manager

  • Job Reference: 1223
  • Date Posted: 7 September 2024
  • Recruiter: ProTalent Limited
  • Location: Eastbourne
  • Salary: £50,000 to £55,000
  • Sector: General Practice
  • Job Type: Permanent
  • Contact: Lydia Sinclair

Job Description

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!