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Trust Accountant

Trust Accountant

Michael Page Finance

Posted 8 hours ago, valid for 4 days

Pulborough, West Sussex RH20 2JU, England

Full Time

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Sonic Summary

A leading professional services organization in West Sussex is seeking a full-time permanent Trust Accountant.
The role involves tax planning advice for trusts, inheritance tax calculations, and completion of trustees' annual tax returns.
Candidates are expected to have an accounting qualification and experience with ATT, CIOT, or STEP certifications.
The salary for this position ranges from £45,000 to £60,000 depending on experience.
The ideal candidate should have a background in preparing trust accounts and supporting private client teams.

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

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