Trust Manager

£40,000 - £60,000

A fantastic, leading Solihull firm, known to us as a client for many years are keen to add an experienced Trusts Manager to their already impressive Trusts team on a full time basis. 

Based in well-equipped offices in an impressive setting, close to commuter links, the Trusts Manager will be working with a multi-disciplinary team including tax specialists and solicitors to assist in the management and compliance affairs of various trusts. 

My client 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.Duties and responsibilities of the Trusts Manager:

• 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.

Skills Required:

• 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  

The firm are offering 25 days holiday plus bank holidays, a hybrid working arrangement to suit the candidate and a range of competitive benefits. If you are an experienced Trusts Manager, based in or near Solihull, please get in touch for confidential consideration or send your CV to