Trust Assistant Manager / Manager
- Recruiter
- Michael Page Finance
- Location
-
England, London
London (Greater)London (Greater)
- Salary
- Negotiable
- Posted
- 19 Sep 2018
- Closes
- 27 Sep 2018
- Ref
- 13950952/001
- Job Title
- Accountant
- Category
- Accountancy
- Contract Type
- Permanent
- Hours
- Full 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