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 preparation
Profile
* Accounting qualification
* ATT, CIOT or STEP
* Preparing trust accounts
Job Offer
£45-60,000 DOE
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