At a Glance
- Tasks: Manage estate and trust administration, tax compliance, and client advisory.
- Company: Prestigious accountancy firm in beautiful Eastbourne, known for excellence.
- Benefits: Competitive salary, supportive environment, and professional growth opportunities.
- Other info: Proactive professionals seeking a challenge are encouraged to apply!
- Why this job: Join a dynamic team and make a real impact in Trusts & Estates.
- Qualifications: Experience in Trusts & Estates and relevant professional qualifications required.
The predicted salary is between 49500 - 60500 £ per year.
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!
Trusts & Estates Senior Manager - Eastbourne employer: ProTalent
Join a dynamic independent accountancy practice in the heart of Eastbourne, where you will gain comprehensive experience across various accounting functions while receiving full study support for your professional qualifications. Our supportive work culture encourages personal growth and client interaction from day one, making it an ideal environment for those looking to advance their careers in accountancy. With competitive starting salaries and a commitment to your development, this role offers a unique opportunity to take ownership of your work and thrive in a collaborative team setting.
