Trusts & Estates Senior Manager – Eastbourne

Overview

In this Senior Manager role, you will lead and oversee trusts and estates administration and private client tax work for a leading accountancy firm in Eastbourne. You will work closely with the T&E Partner and Tax Partner to ensure accurate trust accounts, tax returns, and compliance with ICAEW regulations, while mentoring colleagues. The position offers a collaborative environment with professional growth and a strong client-service focus. You will shape complex tax advice and governance on estate and trust matters, contributing to high-quality private client service.

Pay / Benefits

• Competitive salary and benefits package
• supportive and collaborative work environment
• professional growth and development
• coastal location in Eastbourne

Responsibilities

• Prepare trust accounts, tax returns, and IHT forms
• Advise clients on tax and legal implications of creating trusts and appointments
• Manage trust administration including TRS, CRS, and FATCA
• Review trust tax returns and accounts and provide feedback/training
• Report estates to the T&E Partner as needed and act as AI alongside the T&E Partner
• Provide fee quotes and monitor monthly to comply with ICAEW price and service transparency
• Prepare accounts, tax returns, and IHT forms for estates and related documents
• Ensure compliance with ICAEW probate regulations and flag potential contentious matters
• Maintain up-to-date knowledge on estate-related topics
• Support T&E and Tax Partners with technical tax research and drafting of reports/letters

Key requirements

• Experience in Trusts & Estates within an accountancy practice or professional services
• Understanding of inheritance tax, capital gains tax, and related tax laws
• Knowledge of trust administration, estate planning, and succession planning
• Excellent communication skills for liaising with clients and colleagues
• Professional qualifications such as STEP or ACCA/ACA/CTA

• excellent communication
• rapport building
• l liaising with clients and colleagues at all levels
• trusts and estates administration
• IHT forms and accounting
• CRS and FATCA compliance

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