Trust Manager

My Client are a highly regarded specialist law firm who are looking for an experience Trust Manager to join their busy Private Client team in order to support their continued growth following a retirement.

It is a hybrid working role with a minimum of two days a week in person at their modern offices just outside of Birmingham with free parking provided. The salary offered is competitive and the benefits provided are excellent.

They will provide access to quality work with long-standing clients alongside a professional and supportive work environment that will encourage exponential development and career growth.

Much of their work involves highly specialised advice to individuals and trustees on international tax issues and cross-border issues. Experience in this area is desirable but full training would be given.

Responsibilities will include:-

• Managing the annual trust accounts completion and tax return compliance using CCH Tax software
• Providing written advice to trustees in relation to financial tax and trust law positions of trusts under management under the supervision of the partners of the firm
• Preparation of IHT Returns for 10 years charges and exit charges
• Preparing for and attending regular trustees meetings and as necessary meetings with investment managers and other professionals
• Acting as a point of contact for trustees, beneficiaries and intermediaries
• Dealing with payments of beneficiaries, liaising with investment managers etc
• Preparation of Estate accounts and tax returns
• Registrations under the Trust Registration Service and other related matters as necessary.

Experience & Qualifications: They are looking for either:

• A candidate with mainstream accounting background; a qualified accountant (AAT/ACA/ACCA) who has subsequently been working in a trust/tax environment and therefore has experience of trust compliance
• A candidate who is trained in trust/tax compliance and therefore has a good basic tax compliance knowledge but also has a thorough knowledge and understanding of trust accounting probably ATT/CTA or STEP qualified
• A solicitor/legal executive or an experienced Trust Manager who can demonstrate knowledge and experience of trust accounting

Please note that this job description is not exhausted and may vary in line with changes to the firm’s workload.

Please apply below if you have the relevant skills and qualifications.