Trust Assistant Manager / Manager

Recruiter
Michael Page
Location
London
Salary
Negotiable
Posted
12 Oct 2018
Closes
12 Nov 2018
Ref
13950952/001
Contact
Anna-Marie Tucker
Job role
Accountant
Contract type
Permanent
Hours
Part time

I am partnering with a top 20 accountancy firm recruiting for their Trusts team.

Client Details

Top 20 Accountancy firm

Description

-Preparation of trust accounts, trust returns and R185`s -Estate and probate compliance including IHT and probate forms, estate accounts and calculations -Ability to supervise junior staff -Responsible for running a trust and estate portfolio and dealing with administration on a timely basis, including arranging distributions to beneficiaries and making tax payments -Liaising with third parties such as banks, investment managers, trustee companies and lawyers who may be providing information to us -Communicating with external trustees and beneficiaries as well as HMRC -Exposure to offshore trusts and foundations as well as onshore trusts -Involvement in planning using trusts and advising on IHT mitigation for executors of estates -Planning work including input into wills and lasting powers of attorney for clients -Development of IHT strategies for clients which may involve working with third parties -Preparation of self assessment tax returns

Profile

-AAT/ATT qualified -CTA/STEP qualified

Job Offer

Competitive Package

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