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This role can be fulfilled on a part time or full time basis.
Working directly with the trust partner, you will be responsible for a portfolio of trust clients which have a variety of assets including property, private company shares and investment portfolios. The role also involves administering estates including gathering details of assets and liabilities, the preparation of estate accounts, collecting in assets and making distributions to beneficiaries, as well as tax computations.
Duties;
- Preparing annual trust and estate accounts on a bespoke basis from templates.
- Completing and submitting annual tax returns using CCH software.
- Completing Inheritance Tax returns and preparing associated calculations.
- General administration of trusts and estates.
- Liaising with clients and providing advisory services (in conjunction with the partner or manager when appropriate).
- Liaising with HMRC, solicitors, banks and stockbrokers.
If you are interested in this Tax/Trust opportunity or would like any further information, please do not hesitate to contact Richard Warwick at IPS Finance.
IPS Finance has 45 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.
