Trust Manager/Accountant

Elite Touch Group; Arundel; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established financial service provider based in West Sussex is seeking a qualified Trust Manager/Accountant. The role involves advising clients on trust advice and administration, preparing trust accounts, and liaising with stakeholders. The ideal candidate will have a strong accounting background with relevant qualifications. Competitive salary and excellent benefits including 25 days annual leave and private healthcare are offered.

Benefits

25 Days Annual Leave + BH

Birthday Day off

Eyecare scheme

Christmas shutdown

Long Service Awards

Summer and Christmas Parties

Private Healthcare

Qualifications

• Experience in preparing sets of trust accounts.
• Ability to work productively under pressure and meet deadlines.
• Solid previous experience in law or accountancy firms.

Responsibilities

• Advise clients on trust advice and administration.
• Correspond with trustees and beneficiaries regarding distributions.
• Liaise with investment managers on performance and valuations.

Skills

Trust advice and administration

Tax planning

Good numeracy

Excellent written English

Organisational skills

Education

Minimum of 3 A 'Levels

Accounting qualification

STEP, CIOT or AAT qualification

Tools

LEAP knowledge

IRIS

Job description

Trust Manager/Accountant

West Sussex

Competitive salary & excellent benefits

Our well-established client is seeking a qualified Trust Manager/Accountant, based at their Worthing office.

Roles and Responsibilities:

• Advise a range of clients specialising in trust advice and administration and including: 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.

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:

• Minimum of 3 A 'Levels
• Good Academics
• Good numeracy and IT skills
• Solid previous experience of preparing sets of trust accounts.
• STEP, CIOT or AAT qualification.
• LEAP knowledge
• IRIS
• Excellent written, clear, and concise English
• Excellent organisational skills and attention to detail
• Ability to work productively under pressure and meet deadlines.
• Accounting qualification

Benefits

• 25 Days Annual Leave + BH
• Birthday Day off
• Eyecare scheme
• Christmas shutdown
• Long Service Awards
• Summer and Christmas Parties
• Private Healthcare