Trust Manager/accountant

Steyning, West Sussex, United Kingdom

Job Description


Trust Manager/AccountantWest SussexCompetitive salary & excellent benefitsOur well-established client is seeking a qualified Trust Manager/Accountant, based at their Worthing office.Roles and Responsibilities:You will advise a range of clients specialising in trust advice and administration and including:xc2xb7 Tax planning advice regarding all aspects of trusts.xc2xb7 inheritance tax calculationsxc2xb7 Completion of trusteesxe2x80x99 annual tax returns, delivery to HM Revenue and Customs and arranging paymentsxc2xb7 of tax by statutory deadlinesxc2xb7 FATCA/CRS/Trust Register reportingxc2xb7 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.xc2xb7 Corresponding effectively with trustees and beneficiaries regarding distributions of income and capital.xc2xb7 Liaising with investment managers concerning performance, valuations, statements, and advice.xc2xb7 Helping to devise xe2x80x98family officexe2x80x99 services xe2x80x93 administrative matters and collation of information for report preparation.You will be an experienced Trust Accountant or Manager with previous experience within a comparable role in a law or accountancy firm.Requirements for the role:xc2xb7 Minimum of 3 A xe2x80x98Levelsxc2xb7 Good Academicsxc2xb7 Good numeracy and IT skillsxc2xb7 Solid previous experience of preparing sets of trust accounts.xc2xb7 STEP, CIOT or AAT qualification.xc2xb7 LEAP knowledgexc2xb7 IRISxc2xb7 Excellent written, clear, and concise Englishxc2xb7 Excellent organisational skills and attention to detailxc2xb7 Ability to work productively under pressure and meet deadlines.xc2xb7 Accounting qualificationBenefitsxc2xb7 25 Days Annual Leave + BHxc2xb7 Birthday Day offxc2xb7 Eyecare schemexc2xb7 Christmas shutdownxc2xb7 Long Service Awardsxc2xb7 Summer and Christmas Partiesxc2xb7 Private Healthcare

Elite Touch Group

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Job Detail

  • Job Id
    JD3031433
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    £45000 - 60000 per year
  • Employment Status
    Permanent
  • Job Location
    Steyning, West Sussex, United Kingdom
  • Education
    Not mentioned