Sorry, this advert is now closed. Click here to view our live vacancies.

Trusts & Estates Senior Manager - Uckfield

£50,000 - £55,000
Ref: 1247 Date Posted: Monday 11 Dec 2023

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!