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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