Trusts and Estates Specialist
1 week ago
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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