Estate and Wealth Administration Assistant

5 days ago


Eastbourne, East Sussex, United Kingdom ProTalent Limited Full time
Job Description:
We are seeking a highly skilled Estate and Wealth Administrator to join our Tax team at ProTalent Limited. As a key member of our team, you will provide specialist support in trust and estate administration, including drafting trust estate accounts and cash analysis investment schedules.

**Key Responsibilities:**
  • Assisting client managers with trust estate administration and tax compliance through the Trust Registration Service
  • Drafting trust estate tax returns
  • Preparing inheritance tax computations and trust 10-year exit charges
  • Drafting personal tax returns
  • Liaising with clients and HM Revenue & Customs

Requirements:
  • Previous experience in personal tax self-assessment and trusts/estates work is advantageous
  • Excellent attention to detail and organisational skills
  • Professional qualifications such as AAT or ATT, with support for STEP Diploma/Certificate
  • Experience in accounts preparation in an accountancy practice beneficial
  • Able to work independently and manage deadlines effectively
  • Current working knowledge of Microsoft Outlook, Word, and Excel

What We Offer:
A competitive salary of £50,000 - £65,000 per annum, depending on experience, plus benefits and opportunities for career development.

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