Senior Estate Manager

6 days ago


Eastbourne, East Sussex, United Kingdom Pro Talent Full time
About the Role:
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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