Trusts & Estates Senior Manager

Pro Talent; Eastbourne; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading accountancy firm in Eastbourne is seeking a dynamic Senior Manager in Trusts & Estates. The ideal candidate will be responsible for managing trust accounts, advising clients, and ensuring compliance with tax regulations. Applicants should have relevant qualifications and considerable experience in Trusts & Estates. This role offers a supportive work environment and competitive salary.

Benefits

Competitive salary and benefits package

Supportive work environment

Professional growth opportunities

Qualifications

• Experience in Trusts & Estates within an accountancy practice or similar.
• Understanding of inheritance tax, capital gains tax, and other tax laws.
• Knowledge of trust administration and succession planning.

Responsibilities

• Preparation of trust accounts, tax returns, and IHT forms.
• Advising clients on tax and legal implications.
• Dealing with trust administration.
• Providing fee quotes and ensuring compliance with pricing transparency.
• Supporting with technical tax research.

Skills

Trusts & Estates experience

Excellent communication skills

Client liaison

Education

Relevant professional qualifications (STEP, ACCA, ACA, CTA)

Job description

Are you a highly skilled and experienced professional in Trusts & Estates? If so, we have the perfect role for you!

We are working with a leading accountancy firm located in Eastbourne, East Sussex who provide a full range of services to a diverse range of clients. They are seeking a dynamic Senior Manager to assist with all aspects of estate and trust administration, along with tax compliance and other private client work.

The firm:

• Prestigious accountancy firm renowned for its excellence and commitment to client service
• A supportive and collaborative work environment that encourages professional growth and development
• Competitive salary and benefits package
• Located in the beautiful coastal town of Eastbourne, East Sussex

Responsibilities include:

• Preparation of trust accounts, tax returns and IHT forms
• Advising clients on tax and legal implications of creating trusts and appointment out of trusts
• Dealing with trust administration, such as TRS, CRS and FATCA
• Reviewing trust tax returns and accounts prepared by others and providing feedback and training
• Responsible for estates, reporting to the T&E Partner as Head of Legal Practice (HOLP) when required
• Acting as Authorised Individual (AI), alongside the T&E Partner
• Providing fee quotes and reviewing quoted fees monthly to ensure compliance with ICAEW’s price and service transparency requirements
• Preparation of accounts, tax returns and IHT forms for estates (where required) and legal statements and other related documents
• Ensuring compliance with the ICAEW probate regulations, including identifying any possible contentious matters in the future
• Maintaining technical knowledge on topical estate matters
• Preparation of complex personal Self-Assessment Tax Returns
• Supporting both the T&E Partner and Tax Partner with technical tax research, drafting reports and letters of tax advice and review of complex tax returns

Requirements:

• Experience in Trusts & Estates, gained within an accountancy practice or similar professional services firm
• An understanding of inheritance tax, capital gains tax, and other relevant tax laws
• Knowledge of trust administration, estate planning, and succession planning
• Excellent communication skills, with the ability to build rapport and effectively liaise with clients and colleagues at all levels
• Relevant professional qualifications such as STEP or ACCA/ACA/CTA

If you are a proactive & driven professional seeking a new challenge in Trusts & Estates, we would love to hear from you. Contact Dominique today!