Estate Administration Specialist

1 week ago


Hailsham, East Sussex, United Kingdom ProTalent Limited Full time

We are working with a prestigious accountancy firm located in East Sussex, who provide a full range of services to a diverse range of clients. They are seeking a dynamic Senior Manager to assist with all aspects of estate and trust administration, along with tax compliance and other private client work.

The firm is renowned for its excellence and commitment to client service, offering a supportive and collaborative work environment that encourages professional growth and development. A competitive salary and benefits package are also on offer.

The Role:
  • Preparation of trust accounts, tax returns and IHT forms
  • Advising clients on tax and legal implications of creating trusts and appointment out of trusts
  • Dealing with trust administration, such as TRS, CRS and FATCA
  • Reviewing trust tax returns and accounts prepared by others and providing feedback and training
  • Preparation of accounts, tax returns and IHT forms for estates (where required) and legal statements and other related documents
  • Ensuring compliance with the ICAEW probate regulations, including identifying any possible contentious matters in the future
  • Maintaining technical knowledge on topical estate matters
  • Preparation of complex personal Self-Assessment Tax Returns
  • Technical tax research, drafting reports and letters of tax advice and review of complex tax returns
Requirements:
  • Experience in Trusts & Estates, gained within an accountancy practice or similar professional services firm
  • An understanding of inheritance tax, capital gains tax, and other relevant tax laws
  • Knowledge of trust administration, estate planning, and succession planning
  • Excellent communication skills, with the ability to build rapport and effectively liaise with clients and colleagues at all levels
  • Relevant professional qualifications such as STEP or ACCA/ACA/CTA


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