Trust & Tax Manager

Michael Page; England; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading professional services organisation is seeking a Trust & Tax Manager in West Sussex. The role involves providing tax planning advice, completing trustees' annual tax returns, and liaising with trustees and beneficiaries. Ideal candidates will hold an accounting qualification and ideally have ATT, CIOT or STEP certifications. The position is permanent and full-time, with a salary range of £45,000 to £60,000 depending on experience.

Qualifications

• Experience in preparing trust accounts.
• Strong understanding of tax planning related to trusts.
• Ability to complete trustees' annual tax returns accurately.

Responsibilities

• Advise clients on tax planning related to trusts.
• Calculate inheritance taxes and complete necessary returns.
• Support clients with estate planning and complex trust matters.

Skills

Tax planning advice

Inheritance tax calculations

Effective correspondence

Education

Accounting qualification

ATT, CIOT or STEP

Job description

Overview

Trust & Tax Manager / Accounting / West Sussex / Financial

A leading professional services organisation based in West Sussex are looking to hire a full time permanent Trust & Tax Manager.

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

Profile

• Accounting qualification
• ATT, CIOT or STEP
• Preparing trust accounts

Job Offer

45-60,000 DOE