Trust Manager/Accountant

GWCA Solicitors; Worthing; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a qualified Trust Manager/Accountant to join their Worthing office. In this pivotal role, you will provide expert advice on trust administration and tax planning, ensuring compliance with all statutory requirements. Your responsibilities will include preparing trust accounts, liaising with clients and investment managers, and supporting a dedicated private client team. This dynamic position requires excellent communication and organizational skills, as well as the ability to work effectively under pressure. If you are passionate about providing exceptional service and have a background in trust management, this is a fantastic opportunity to make a significant impact in a supportive and professional environment.

Qualifications

• Experienced Trust Accountant or Manager in a law or accountancy firm.
• Solid experience in preparing sets of trust accounts.

Responsibilities

• Advise clients on trust advice and administration.
• Prepare trustees’ annual tax returns and manage tax payments.

Skills

Tax Planning

Numeracy Skills

IT Skills

Trust Account Preparation

Organizational Skills

Attention to Detail

Communication Skills

Ability to Work Under Pressure

Education

Minimum of 3 A 'Levels'

STEP Qualification

CIOT Qualification

AAT Qualification

Tools

LEAP

IRIS

Job description

A new position has arisen within GWCA at our Worthing office for a qualified Trust Manager/Accountant.

Roles and Responsibilities

You will advise a range of clients specialising in trust advice and administration, 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 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.

Please email our HR team with a covering letter and your CV to [e-mail].

GWCA Solicitors provide legal services for individuals and businesses, with offices in Arundel, Broadwater, Goring, Hove, Lancing, Rustington, Steyning, and Worthing. We take pride in always offering a professional service.