Trust Assistant Manager / Manager

Posted 5 months ago by Michael Page Tax
Contract Type Permanent
Salary Negotiable
Sector Trusts
Hours Full Time
Job Type Practice
Recruiter Type Recruitment Consultant
Posted 5 months ago
Apply by Saturday, 6 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 Tax

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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