Trust Manager/Accountant

An excellent opportunity has arisen for a qualified Trust Manager/Accountant to join my clients team in their Worthing, West Sussex offices.

My client is a highly renowned law firm with multiple offices in West & East Sussex.

This role would be suited to an experienced Trust Accountant or Manager with previous experience within comparable role in a law or accountancy firm.

Roles & Responsibilities:

You will be advising a range of clients specialising in trust advice and administration, including;

• 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.

Skills, Attributes & Experience:

• Good Academics
• Good numeracy and IT skills
• Solid previous experience of preparing sets of trust accounts.
• STEP, CIOT or AAT qualification.
• LEAP knowledge
• IRIS
• Excellent written, clear, and concise English
• Excellent organisational skills and attention to detail
• Ability to work productively under pressure and meet deadlines.
• Accounting qualification

Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment.

Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.