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
£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.
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.
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