Trust Supervisor - Fantastic Firm of Accountants

Michael Page
West Sussex, Horsham
08 Oct 2018
15 Oct 2018
Tristan Finch
Job role
Accountant, Tax
Contract type
Part time

We are assisting a fantastic firm of chartered accountants based near Horsham in their search for a Trust Supervisor to join them in a general accounts and tax role focusing on Trusts, IHT and CGT.

Client Details

A well known and highly reputable firm of chartered accountants with an excellent reputation across Sussex the south East. Experts in their field, if you are looking for a firm to develop your career then this would be an excellent opportunity for you.and


Reporting to the Partners you will be an integral member of the private client tax department which looks after individuals (including high net worth families), trusts and deceased estates.

You will be responsible for managing your own portfolio of clients, with appropriate support and the role will include:

Preparation of trust and estate accounts and tax returns

Preparation of individual's tax returns

Preparation of Inheritance Tax returns connected with trust events

Providing tax and general advice regarding trust formation and reorganisations including breaking trusts

Providing general tax advice including Income Tax, Capital Gains Tax and Inheritance Tax

The role has some specific features which distinguish it from typical trust controller or supervisor roles:

Direct client contact

You will support the team's workflow, billing and debtors and ensure that key deadlines, including annual accounts and tax compliance are met

You will be responsible for supporting high net worth family groups


ACA/ ACCA/ ATT or CTA qualified and ideally STEP qualified too

Trust experience from either an accountancy practice or legal practice

Job Offer

Competitive salary

Excellent client exposure

Great progression prospects

Excellent benefits

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