Trusts and Estates Specialist

2 months ago


Eastbourne, East Sussex, United Kingdom Pro Talent Full time
Job Summary:
We are seeking a skilled Trusts and Estates professional to join our team at ProTalent Limited. As a Senior Estate Manager, you will play a key role in assisting with estate and trust administration, tax compliance, and private client work.

Key Responsibilities:
  • Prepare trust accounts, tax returns, and IHT forms for clients
  • Advise clients on tax and legal implications of trusts and appointments
  • Deal with trust administration, including TRS, CRS, and FATCA
  • Review trust tax returns and accounts prepared by others
  • Responsible for estates, reporting to the T&E Partner as Head of Legal Practice (HOLP)
  • Act as Authorised Individual (AI)
  • Provide fee quotes and review quoted fees
  • Maintain technical knowledge on topical estate matters
  • Support the T&E Partner and Tax Partner with technical research and drafting reports


Requirements:
  • Experience in Trusts & Estates in an accountancy practice or similar firm
  • Understanding of inheritance tax, capital gains tax, and other relevant tax laws
  • Knowledge of trust administration, estate planning, and succession planning
  • Excellent communication skills and relevant professional qualifications


Working with Us:
At ProTalent Limited, we offer a competitive salary of £50,000 - £70,000 per annum, depending on experience, plus benefits such as pension scheme, life insurance, and professional development opportunities.

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