Trust Manager

Trust Manager/Solicitor

BLeeds

Salary: £50,000 - £60,000

Due to continued growth, my client is looking for a trust manager to join our busy Private Client practice.

The role will involve working with a multi-disciplinary team including tax specialists and solicitors to assist in the management and compliance affairs of various trusts.

They are looking to recruit a permanent trust manager to take on a mixed portfolio of trusts. This is primarily a compliance based role that will follow the normal tax compliance calendar and will involve managing a caseload under the supervision of the partners. The role will involve regular client contact. The ideal candidate would have strong attention to detail, technical expertise and be able to take ownership of the role.

Responsibilities will include:

• Preparation of annual trust accounts, completion and submission to HMRC of annual tax returns and arranging all the tax payments
• Dealing with the reporting of trusts for CRS, FATCA and the Trust Registration Service and other compliance matters
• Maintaining excellent and up to date records of all trust documents, information and transactions
• Liaising with trustees and beneficiaries of trusts as required and communicating with Wrigleys' partners and fee earners about relevant trusts
• Arranging trust distributions, including working with fee earners at Wrigleys to draft required documents
• Liaising with the commercial property managers, the investment managers and financial advisors concerning the trusts' investments (e.g. commercial properties and stocks and shares) and the preparation of Investment Policy Statements
• Arranging and attending trustees' meetings, preparing reports where required and taking minutes
• Calculation of tax and completion of IHT forms for ten year anniversary and exit charges

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

What their looking for:

• Good knowledge of trusts and the administration of different types of complex trusts (including those with sub-funds)
• Have had good experience of dealing with trusts receiving rental income associated commercial property expenses
• Good knowledge of all income tax, capital gains tax and inheritance tax
• Good working knowledge of an accounting software package or accounting spreadsheets for tax return preparation
• Excellent communication skills - letter writing and telephone
• Excellent organisational skills
• Knowledge of the working practices within a law or accountancy firm

Please apply below if you're interested or have the skills required for this role.