Trusts & Estates Senior Manager

Are you a highly skilled and experienced professional in Trusts & Estates? If so, we have the perfect role for you!

We are working with a leading accountancy firm located in Eastbourne, East Sussex who provide a full range of  services to a diverse range of clients. They are seeking a dynamic Senior Manager to assist with all aspects of estate and trust administration, along with tax compliance and other private client work. The firm:

Prestigious accountancy firm renowned for its excellence and commitment to client serviceA supportive and collaborative work environment that encourages professional growth and development

Competitive salary and benefits package

Located in the beautiful coastal town of Eastbourne, East Sussex

Responsibilities include:

Preparation of trust accounts, tax returns and IHT forms Advising clients on tax and legal implications of creating trusts and appointment out of trusts Dealing with trust administration, such as TRS, CRS and FATCAReviewing trust tax returns and accounts prepared by others and providing feedback and training

Responsible for estates, reporting to the T&E Partner as Head of Legal Practice (HOLP) when required

Acting as Authorised Individual (AI), alongside the T&E Partner Providing fee quotes and reviewing quoted fees monthly to ensure compliance with ICAEW’s price and service transparency requirements Preparation of accounts, tax returns and IHT forms for estates (where required) and legal statements and other related documents Ensuring compliance with the ICAEW probate regulations, including identifying any possible contentious matters in the future

Maintaining technical knowledge on topical estate matters

Preparation of complex personal Self-Assessment Tax Returns Supporting both the T&E Partner and Tax Partner with technical tax research, drafting reports and letters of tax advice and review of complex tax returns Requirements:

Experience in Trusts & Estates, gained within an accountancy practice or similar professional services firm

An understanding of inheritance tax, capital gains tax, and other relevant tax laws Knowledge of trust administration, estate planning, and succession planning

Excellent communication skills, with the ability to build rapport and effectively liaise with clients and colleagues at all levels

Relevant professional qualifications such as STEP or ACCA/ACA/CTAIf you are a proactive & driven professional seeking a new challenge in Trusts & Estates, we would love to hear from you. Contact Dominique today!