Private Client Administrator

5 days ago


Eastbourne, East Sussex, United Kingdom Pro Talent Full time
Role Overview:
As a Trusts and Estates Specialist, you will be responsible for assisting with estate and trust administration, tax compliance, and private client work at ProTalent Limited. This is a fantastic opportunity to develop your skills and expertise in a leading accountancy firm in East Sussex.

Key Responsibilities:
  • Preparing trust accounts, tax returns, and IHT forms for clients
  • 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


Our Benefits:
At ProTalent Limited, we offer a competitive salary of £60,000 - £80,000 per annum, depending on experience, plus benefits such as pension scheme, life insurance, and professional development opportunities.

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