Trust Manager/Accountant

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

Job summary

A reputable client in financial services is seeking a Trust Manager/Accountant based in West Sussex. This role includes advising clients on tax planning and trust administration, along with preparation of annual tax returns. Ideal candidates will have significant experience in trust accounting and possess relevant qualifications such as STEP or AAT. Benefits include 25 days of annual leave, private healthcare, and more.

Benefits

25 Days Annual Leave + BH

Birthday Day off

Eyecare scheme

Christmas shutdown

Long Service Awards

Summer and Christmas Parties

Private Healthcare

Qualifications

• Experienced Trust Accountant or Manager in a law or accountancy firm.
• Ability to meet deadlines while working under pressure.
• Solid experience preparing trust accounts.

Responsibilities

• Advise clients on trust advice and administration.
• Complete trustees' annual tax returns and arrange payments.
• Correspond with trustees and beneficiaries regarding distributions.

Skills

Tax planning advice

Inheritance tax calculations

Preparation of trust accounts

Excellent written English

Good numeracy 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 aqualified Trust Manager/Accountant, based at their Worthing office.

Roles and Responsibilities:

You will 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