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Trusts Assistant Manager

  • Location

    Norwich

  • Sector:

    Tax, Trusts

  • Job type:

    Permanent

  • Salary:

    £Dependent on Experience

  • Contact:

    Jack Wood

  • Contact email:

    jack@clark-wood.co.uk

  • Job ref:

    JW-13931

  • Published:

    27 days ago

  • Expiry date:

    2021-05-20

  • Consultant:

    Jack Wood

This is an excellent opportunity to join a growing and leading local practice based in Norwich who are looking for a Trusts Assistant Manager.

Trusts Assistant Manager
Norwich
£Dependent on Experience

This is an excellent opportunity to join one of the local area’s most respected professional services firms.

The role is to be responsible for the management of a portfolio of clients in the Norfolk and Suffolk area within the specialism of Trusts.

Key Responsibilities:

The preparation of trust accounts, self-assessment tax returns and R185s

Inheritance tax returns and computations, including principal and periodic IHT liabilities

Dealing with Trust Registration Service submissions

Managing a portfolio of trust clients, including dealing with trust administration matters as necessary

Liaising with beneficiaries and stockbrokers as well as other professionals

Effectively dealing with client and HMRC correspondence; and

Working closely and assisting the Tax Senior Managers and Partners with complex Trust planning matters.

Skills:

At least ATT qualified

STEP qualified is preferred but not essential as professional study support is available

Experience of working within Trusts in a practice, legal or banking environment

For further information on this role please contact Jack Wood at Clark Wood - jack@clark-wood.co.uk / 01173 291053