Trust Manager

Trust Manager/Solicitor/Legal Executive

Birmingham

Salary: £45,000 - £50,000

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:

• 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.

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:

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