Trust & Tax Manager

6 days ago


West Sussex, United Kingdom Page Personnel Full time

FinanceAccountsAbout Our ClientA leading professional services organisation based in West Sussex are looking to hire a full time permanent Trust & Tax Manager.Job DescriptionAs Trust & Tax Manager, you will be responsible for:Tax planning advice regarding all aspects of trusts.Inheritance tax calculationsCompletion of trustees' annual tax returns, delivery to HM Revenue and Customs and arranging payments of tax by statutory deadlinesFATCA/CRS/Trust Register reportingSupport to the wider private client team whose work involves will drafting, estate planning, complex.Tax planning, trusts and estate administration, preparation of lasting powers of attorney, and administration on behalf of a range of private clients.Corresponding effectively with trustees and beneficiaries regarding distributions of income and capitalLiaising with investment managers concerning performance, valuations, statements, and advice.Helping to devise 'family office' services - administrative matters and collation of information for report preparationThe Successful ApplicantAccounting qualificationATT, CIOT or STEPPreparing trust accountsWhat's on Offer£45-60,000 DOE


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