Wealth Manager

Full Time, Eastbourne, From 40,000 per annum DOE

A fantastic opportunity to join a well respected firm in their Trust & Estates team in a vital role. This dynamic team is looking for an individual to join their growing team and assist with trust administration and tax compliance, as well as other private client work.

Key responsibilities will include:

• Preparation of trust accounts, tax returns and IHT forms
• Handling trust administration tasks, such as TRS and CRS
• Reviewing trust tax returns and accounts prepared by others, and offering feedback and training.
• Assisting with estate administration estate files
• Preparation of accounts, tax returns and IHT forms and legal statements and other related documents
• Communication with executors, beneficiaries and third parties
• Preparation of personal Self–Assessment Tax Returns
• Reviewing personal tax returns prepared by others and providing feedback and training

You will also be required to dealing with internal technical queries for Partners and Managers, in relation to estates and trusts as well as assisting with training of junior members of the team.

Salary from 40,000 DOE

Monday to Friday

Full time (38.75 hours per week)

Eastbourne

Travail Employment Group is operating as an Employment Agency. Once you click to apply for this job your application will be immediately received by Travail Employment Group. If your application is successful a consultant will be in contact with you within the next 7 days. If you do not hear within 7 days you have unfortunately not been successful on this occasion.