Trust Assistant Manager / Manager

Posted 7 months ago by Michael Page
Contract Type Permanent
Salary Negotiable
Sector Trusts
Hours Full Time
Job Type Practice
Recruiter Type Recruitment Consultant
Posted 7 months ago
Apply by Friday, 19 October 2018

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

Client Details

Top 20 Accountancy firm


-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


-AAT/ATT qualified -CTA/STEP qualified

Job Offer

Competitive Package

Michael Page

Michael Page has four decades of expertise in professional services recruitment. We were established in London in 1976, and over this period we've grown organically to become one of the best-known ...

Live Jobs: 20 - View all Jobs
Sector Specialisms: Corporate Tax, Compliance, Banking, Direct Tax, Employment Tax, Expatriate Tax, Indirect Tax, International Tax, Legal, M & A, Mixed Tax, Personal Tax, Share Schemes, Stamp Duty, Tax Risk, Transactions, Transfer Pricing, Trusts
Phone Number: 020 7269 2219