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
ProTalent is an exceptional employer located in Hailsham, East Sussex, offering a dynamic work culture that prioritises client engagement and professional growth. With a focus on moving away from audit-heavy tasks, employees can take ownership of significant assignments while enjoying a supportive team environment and clear pathways to partnership. This role is perfect for qualified accountants seeking meaningful career advancement and the opportunity to work closely with directors.
StudySmarter Expert Advice🤫
We think this is how you could land Trusts & Estates Senior Manager - Eastbourne
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like ProTalent. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trusts & Estates Senior Manager - Eastbourne
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to ProTalent.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on ProTalent's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at ProTalent
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with ProTalent.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at ProTalent will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former ProTalent employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
