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Trust Accountant / Accounting / West Sussex / Financial
Client Details
A leading professional services organisation based in West Sussex are looking to hire a full time permanent Trust Accountant.
Description
As Trust Accountant, you will be responsible for:
- Tax planning advice regarding all aspects of trusts.
- Inheritance tax calculations
- Completion of trustees' annual tax returns, delivery to HM Revenue and Customs and arranging payments of tax by statutory deadlines
- FATCA/CRS/Trust Register reporting
- Support 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 capital
- Liaising with investment managers concerning performance, valuations, statements, and advice.
- Helping to devise 'family office' services - administrative matters and collation of information for report preparation
Profile
- Accounting qualification
- ATT, CIOT or STEP
- Preparing trust accounts
Job Offer
£45-60,000 DOE
