Trust Estates Manager Senior Manager

Trusts:

• Prepare trust accounts tax returns and IHT forms for trusts under our trusteeship and for trust clients.
  
• Handle trust administration including TRS and CRS for trusts we oversee and those where we serve as primary contact.
  
• Review and provide feedback on trust tax returns and accounts prepared by others.
  

Estates:

• Assist with estate administration reporting to the TESS Partner when necessary.
  
• Prepare accounts tax returns IHT forms and legal statements for estates.
  
• Liaise with executors beneficiaries and third parties during estate administration.
  

Private Client Tax:

• Prepare personal SelfAssessment Tax Returns.
  
• Review and provide feedback on personal tax returns prepared by others.
  
• Support the TESS Partner with technical tax research and drafting tax advice.
  

Work for Other Professionals:

• Prepare accounts and tax returns for solicitors and other professionals.
  
• Offer guidance on TRS obligations and assist with tax form preparation.
  

Other:

• Address internal technical queries for Partners and Managers regarding estates and trusts.
  
• Assist in training junior team members.
  
• Maintain and update workflow for your portfolio.
  
• Conduct monthly WIP reviews to ensure timely billing.
  
• Keep uptodate with CPD and technical knowledge.
  

Requirements

• Qualifications such as ACCA CTA or STEP are required.
• Experience: Previous experience in trust administration estate planning or related fields preferably within a professional services firm.
  
• Technical Skills: Proficiency in trust and estate accounting principles tax compliance and relevant regulations.Familiarity with trust and estate administration software.
  
• Strong understanding of inheritance tax laws and regulations.
  
• Communication Skills: Excellent written and verbal communication skills to effectively liaise with clients beneficiaries legal professionals and internal stakeholders.
  
• Analytical Skills: Strong analytical and problemsolving abilities to review complex financial documents tax returns and legal documents.
  
• Attention to Detail: Meticulous attention to detail to ensure accuracy in preparing trust accounts tax returns and legal statements.
  
• Team Player: Ability to collaborate effectively within a team environment including mentoring junior staff members and coordinating with other departments.
  

Benefits