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For Companies At a Glance
- Tasks: Manage tax planning and annual returns for trusts while supporting a dynamic private client team.
- Company: Join a leading professional services organisation in West Sussex, known for its expertise in financial services.
- Benefits: Enjoy competitive salary, potential for remote work, and opportunities for professional development.
- Why this job: Be part of a collaborative culture that values innovation and offers impactful work in financial planning.
- Qualifications: Must have an accounting qualification such as ATT, CIOT, or STEP and experience in preparing trust accounts.
- Other info: Salary ranges from £45,000 to £60,000 depending on experience.
The predicted salary is between 39000 - 78000 £ per year.
A leading professional services organisation based in West Sussex are looking to hire a full time permanent Trust Accountant.
As Trust Accountant, 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.
Trust Accountant employer: Michael Page Finance
Contact Detail:
Michael Page Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Accountant
✨Tip Number 1
Familiarise yourself with the specific regulations and compliance requirements related to trusts, such as FATCA and CRS. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the accounting and trust sectors. Attend relevant industry events or join online forums where you can connect with others in the field. This can lead to valuable insights and potential referrals for the Trust Accountant position.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've successfully managed trust accounts or provided tax planning advice. Having concrete examples ready will showcase your expertise and problem-solving skills during the interview process.
✨Tip Number 4
Research the company thoroughly, including their values, culture, and recent developments in the financial services sector. Tailoring your conversation to align with their mission can make a strong impression and show that you're genuinely interested in joining their team.
We think you need these skills to ace Trust Accountant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trust Accountant. Familiarise yourself with tax planning, inheritance tax calculations, and the completion of trustees' annual tax returns.
Tailor Your CV: Highlight your accounting qualifications such as ATT, CIOT, or STEP in your CV. Emphasise any relevant experience in trust accounts and your ability to liaise with trustees and beneficiaries.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and your understanding of the financial services sector. Mention specific experiences that relate to tax planning and estate administration.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial for a Trust Accountant.
How to prepare for a job interview at Michael Page Finance
✨Know Your Trusts
Make sure you have a solid understanding of trusts and the specific responsibilities of a Trust Accountant. Brush up on tax planning, inheritance tax calculations, and the completion of trustees' annual tax returns to demonstrate your expertise.
✨Showcase Your Communication Skills
As a Trust Accountant, you'll need to correspond effectively with trustees and beneficiaries. Prepare examples of how you've successfully communicated complex financial information in the past, as this will be crucial for the role.
✨Familiarise Yourself with Relevant Regulations
Be well-versed in FATCA, CRS, and Trust Register reporting requirements. Showing that you understand these regulations will highlight your readiness for the role and your commitment to compliance.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company's approach to trust management and their expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
