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