Trust Manager/Accountant

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:

1. Advise a range of clients specialising in trust advice and administration including:
2. Tax planning advice regarding all aspects of trusts.
3. Inheritance tax calculations.
4. Completion of trustees' annual tax returns, delivery to HM Revenue and Customs, and arranging payments of tax by statutory deadlines.
5. FATCA/CRS/Trust Register reporting.
6. 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.
7. Corresponding effectively with trustees and beneficiaries regarding distributions of income and capital.
8. Liaising with investment managers concerning performance, valuations, statements, and advice.
9. Helping to devise 'family office' services - administrative matters and collation of information for report preparation.

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

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