Trust Manager/Accountant

Elite Touch Group; Arundel; On-site; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a qualified Trust Manager/Accountant to join their team in West Sussex. This role involves providing expert trust advice and administration to a diverse client base. You will be responsible for tax planning, preparing annual tax returns, and supporting the private client team with estate planning and complex tax matters. The ideal candidate will have a strong accounting background, excellent communication skills, and the ability to work under pressure. With a competitive salary and a range of benefits including generous annual leave and private healthcare, this position offers a fantastic opportunity for professional growth.

Benefits

25 Days Annual Leave + Bank Holidays

Birthday Day Off

Eyecare Scheme

Christmas Shutdown

Long Service Awards

Summer and Christmas Parties

Private Healthcare

Qualifications

• Experience in preparing trust accounts within a law or accountancy firm.
• Strong numeracy and IT skills with attention to detail.

Responsibilities

• Advise clients on trust advice and administration.
• Prepare trustees' annual tax returns and manage deadlines.
• Liaise with investment managers regarding performance and valuations.

Skills

Trust Accounting

Tax Planning

Numeracy Skills

IT Skills

Communication Skills

Organizational Skills

Attention to Detail

Ability to Work Under Pressure

Education

A Levels

Accounting Qualification

STEP/CIOT/AAT Qualification

Tools

LEAP

IRIS

Job description

Trust Manager/Accountant

Location: West Sussex

Salary & Benefits: Competitive salary & excellent benefits

Our 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, including:

1. Tax planning advice regarding all aspects of trusts.
2. Inheritance tax calculations.
3. Completion of trustees' annual tax returns, delivery to HM Revenue and Customs, and arranging payments of tax by statutory deadlines.
4. FATCA/CRS/Trust Register reporting.
5. Support to the wider private client team involved in will drafting, estate planning, complex tax planning, trusts and estate administration, and preparation of lasting powers of attorney.
6. Corresponding effectively with trustees and beneficiaries regarding distributions of income and capital.
7. Liaising with investment managers concerning performance, valuations, statements, and advice.
8. Assisting in devising 'family office' services, including administrative matters and collation of information for report preparation.

You will be an experienced Trust Accountant or Manager with previous experience in a comparable role within a law or accountancy firm.

Requirements for the Role:

• Minimum of 3 A Levels
• Good academic background
• Strong numeracy and IT skills
• Solid experience in preparing trust accounts
• STEP, CIOT, or AAT qualification
• LEAP knowledge
• IRIS proficiency
• Excellent written, clear, and concise English
• Strong organizational skills and attention to detail
• Ability to work under pressure and meet deadlines
• Accounting qualification

Benefits:

• 25 Days Annual Leave + Bank Holidays
• Birthday Day Off
• Eyecare Scheme
• Christmas Shutdown
• Long Service Awards
• Summer and Christmas Parties
• Private Healthcare