Trusts & Estates Senior Manager

Pro Talent; Uckfield; On-site; GBP 55,000 - 75,000; Full time

Job summary

A renowned accountancy firm in Uckfield is looking for a Senior Manager to lead Trust and Estate administration and provide tax compliance services. The ideal candidate will have significant experience in this domain, along with strong communication skills and relevant professional qualifications. This role offers a collaborative environment, professional growth, and a competitive salary package.

Benefits

Collaborative work environment

Professional growth opportunities

Competitive salary and benefits

Qualifications

• Experience in Trusts & Estates within an accountancy practice.
• Knowledge of inheritance tax and capital gains tax.
• Ability to conduct technical tax research.

Responsibilities

• Prepare trust accounts and tax returns.
• Advise clients on tax implications of trusts.
• Review trust tax returns and provide feedback.
• Maintain compliance with probate regulations.

Skills

Communication skills

Trusts & Estates knowledge

Tax compliance

Client liaison

Education

STEP qualification

ACCA/ACA/CTA qualification

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 successful accountancy firm located in Uckfield, 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 busy town of Uckfield, 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
• 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
• 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!