Trust Accountant

Michael Page
England
GBP 45,000 - 60,000
Job description

Trust Accountant / Accounting / West Sussex / Financial


Client Details
A leading professional services organisation based in West Sussex is looking to hire a full-time permanent Trust Accountant.


Description
As Trust Accountant, you will be responsible for:

  1. Tax planning advice regarding all aspects of trusts.
  2. Inheritance tax calculations.
  3. Completion of trustees' annual tax returns, delivery to HM Revenue and Customs, and arranging payments of tax by statutory deadlines.
  4. FATCA/CRS/Trust Register reporting.
  5. 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.
  6. Corresponding effectively with trustees and beneficiaries regarding distributions of income and capital.
  7. Liaising with investment managers concerning performance, valuations, statements, and advice.
  8. 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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