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Permanent

Trust & Tax Manager

West Sussex
money-bag £45000 - £60000/annum
Posted 2 days ago

Trust & Tax Manager / Accounting / West Sussex / Financial

Client Details

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

Description

As Trust & Tax Manager, you will be responsible for:

  • 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

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