Trust Manager/Accountant

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

Job summary

A well-established financial services firm is seeking a qualified Trust Manager/Accountant for their Worthing office. The ideal candidate will provide comprehensive tax planning advice, manage trust accounts, and ensure compliance with regulatory requirements. Applicants should have strong academic qualifications, relevant experience, and excellent communication skills. The role offers various benefits including private healthcare and generous leave policy.

Benefits

25 Days Annual Leave + Bank Holidays

Birthday Day off

Private Healthcare

Qualifications

• Solid previous experience of preparing sets of trust accounts.
• Good numeracy and IT skills.
• Ability to work productively under pressure.

Responsibilities

• Provide tax planning advice regarding all aspects of trusts.
• Complete trustees' annual tax returns and manage payments.
• Correspond with trustees and beneficiaries regarding distributions.

Skills

Tax planning

Inheritance tax calculations

Excellent written communication

Organisational skills

Education

Minimum of 3 A Levels

Accounting qualification

STEP, CIOT or AAT qualification

Tools

LEAP knowledge

IRIS

Job description

Overview

Trust Manager/Accountant — West Sussex

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

Responsibilities

• 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.

Requirements

• 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 + Bank Holidays.
• Birthday Day off.
• Eyecare scheme.
• Christmas shutdown.
• Long Service Awards.
• Summer and Christmas Parties.
• Private Healthcare.