Trust & Estate Manager

7 days ago


Eastbourne, East Sussex, United Kingdom Clear IT Recruitment Full time

Trust & Estate Manager at Clear Legal and Financial Recruitment

Key Duties and Responsibilities:

  • Preparation of trust accounts, tax returns, and IHT forms where responsible for trusts
  • Handling trust administration, including TRS and CRS
  • Reviewing trust tax returns and accounts, offering feedback and training

Estates:

  • Assisting with estate administration and reporting to the TESS Partner as HOLP
  • Preparing accounts, tax returns, IHT forms, legal statements, and related documents for estates
  • Communicating with executors, beneficiaries, and third parties during administration

Private Client Tax:

  • Preparation of personal Self-Assessment Tax Returns
  • Reviewing personal tax returns, providing feedback and training
  • Supporting the TESS Partner with technical tax research and drafting tax advice

Work for Other Professionals:

  • Preparing accounts and tax returns for solicitors and providing advice as needed
  • Assisting with TRS obligations, registration, and tax forms

Further Information:

  • Handling internal technical queries for Partners and Managers
  • Assisting in training junior team members
  • Maintaining workflow for own portfolio
  • Monthly review of WIP to ensure regular billing
  • Keeping up with CPD and technical knowledge in relevant areas

Hours: Preferably full-time, but we would consider 31 hours+ per week

Please Note: Due to the high volume of applications, we may not be able to respond to all directly. If you do not hear back within 3 working days, consider your application unsuccessful.



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