Senior Estate Manager
1 month ago
We are looking for a Private Client Administrator to join our team at ProTalent Limited. As a key member of our Trusts and Estates department, you will assist with estate and trust administration, tax compliance, and private client work.
Key Responsibilities:
- Preparation of trust accounts, tax returns, and IHT forms
- Advising clients on tax and legal implications of trusts and appointments
- Dealing with trust administration, including TRS, CRS, and FATCA
- Reviewing trust tax returns and accounts prepared by others
- Responsible for estates, reporting to the T&E Partner as Head of Legal Practice (HOLP)
- Acting as Authorised Individual (AI)
- Providing fee quotes and reviewing quoted fees
- Maintaining technical knowledge on topical estate matters
- Supporting the T&E Partner and Tax Partner with technical research and drafting reports
What We Offer:
At ProTalent Limited, we offer a competitive salary of £55,000 - £75,000 per annum, depending on experience, plus benefits such as pension scheme, life insurance, and professional development opportunities.
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