Job Description

This opportunity offers development into a client-facing role with responsibility for managing a varied portfolio consisting of mostly trust clients with the addition of personal tax and charity clients.

As Trust Manager your responsibilities will include:

• Trust administration and preparation of annual accounts
• Preparation of complex trust and estate tax returns (SA900's)
• Preparation of holdover elections
• Preparation of tax certificates (R185's)
• Preparation of inheritance tax accounts (IHT100's) and calculating tax liabilities for the following events: Creation of trusts, Termination of both relevant property and interest in possession trusts, Trust ten-year anniversaries and Trust exit charges
• Preparation of personal tax returns and repayment claims (SA100's and R40's)

Required Knowledge, Skills, and Abilities