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Trust & Tax Manager

Trust & Tax Manager

Michael Page Finance

Posted 21 hours ago, valid for 14 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 & Tax Manager.
The role involves providing tax planning advice, managing inheritance tax calculations, and completing trustees' annual tax returns.
Candidates should have an accounting qualification and ideally hold ATT, CIOT, or STEP certifications.
The position offers a salary range of £45,000 to £60,000 depending on experience.
Relevant experience in preparing trust accounts and managing trust-related matters is required.

Trust & Tax Manager / Accounting / West Sussex / Financial

Client Details

A leading professional services organisation based in West Sussex are looking to hire a full time permanent Trust & Tax Manager.

Description

As Trust & Tax Manager, 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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