Trusts Administrator
2 days ago
Pro Talent is a reputable accountancy firm based in the UK, known for providing exceptional services to clients across various industries. We are committed to excellence and strive to deliver outstanding results.
Estimated Salary:£60,000 - £80,000 per annum, depending on experience.
Job Description:
We are seeking an experienced Senior Manager to join our dynamic team in Uckfield, East Sussex. As a key member of our Trusts & Estates department, you will be responsible for administering trusts, preparing tax returns and IHT forms, and advising clients on tax and legal implications. Your technical knowledge and expertise in estate planning, succession planning, and trust administration will be essential in driving our growth and delivering exceptional client service.
Responsibilities:
- Preparation of trust accounts, tax returns, and IHT forms.
- Advising clients on tax and legal implications of creating trusts and appointing out of trusts.
- Dealing with trust administration, including 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 reviewing complex tax returns.
Requirements:
Experience in Trusts & Estates gained within an accountancy practice or similar professional services 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, 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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