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Trust Administrator

2 months ago

Newbury, West Berkshire, United Kingdom Focus Resourcing Limited Full time
Trust Administration Role

We are seeking a highly motivated and organized individual to join our Private Client Trusts Tax Team as a Trust Administrator. As a key member of the team, you will provide essential support to our managers and directors in carrying out trust administration duties, including preparing trust accounts and tax returns.

Key Responsibilities:
  • Prepare accounts for a portfolio of trusts using CCH trust accounting software
  • Prepare trust tax returns using CCH software and accompanying forms R185 for the beneficiary/ies
  • Prepare inheritance tax returns for relevant property trusts at ten-year anniversaries and on the occasions of proportionate charges
  • Prepare inheritance tax returns for qualifying interest in possession trusts on the occasions of a charge
  • Deal with FATCA and Common Reporting Standard compliance requirements
  • Prepare tax returns and repayment claim forms for beneficiaries
  • Perform other trust administration duties such as helping to arrange payments and managing client bank accounts
What We Offer:
  • Life assurance at 2 x salary
  • Pension - in line with current legislation, you will be automatically enrolled after 3 months and you will pay 3% and the firm will pay 5%
  • Critical illness cover
  • Dental insurance
  • Additional life assurance
  • Childcare vouchers
  • Purchase of additional holiday
  • Retail vouchers

Alongside the scheme, there is unlimited access to a discount scheme, offering a wide variety of discounts across a whole range of products and services, including discounted gym membership rates.