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Tax Trusts Senior
2 months ago
**Tax Trusts Senior**:
Central London based firm looking for a Trust Senior to join the Private Client Team to assist the Trusts Team.
**The Role**:
Be a self-starter with experience of preparing both statutory and trusts accounts. Supervise an administrator and review their work.
- Prepare trust accounts, trust tax returns and R185s
- Carry out estate and probate compliance including IHT and probate forms, estate accounts and calculations
- Manage a trust and estate portfolio and deal with administration on a timely basis, including working with an administrator to arrange distributions to beneficiaries
- Deal with ad hoc queries and advice matters - including creation and dissolution of trust structures, suitability of trusts for different circumstances and plan for decennial charges
- Liaise with third parties such as banks, investment managers, trustee companies and lawyers
- Communicate with external trustees and beneficiaries as well as HMRC
- Deal with offshore trusts and foundations as well as onshore trusts
- Self-assessment work may be included as part of the portfolio
- Over 2 years' experience in a similar role
- ACA or ATT qualified with the desire to study CTA
- Advanced excel and word skills
- Excellent communication skills, both written and verbal
- A good team player
- Enthusiastic and willing to learn
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