Trust Manager

An exciting opportunity has arisen for a Trust Manager to join a dynamic Private Client practice. This role offers the chance to work within a multi-disciplinary team, including tax specialists and solicitors, managing various trusts' compliance affairs. The position is primarily compliance-based, following the standard tax compliance calendar. It involves regular client contact and requires strong attention to detail, technical expertise, and the ability to take ownership of the role.

• Work within a multi-disciplinary team in a busy Private Client practice
• Manage compliance affairs of various trusts
• Opportunity for regular client contact and ownership of role

What you'll do:
As a Trust Manager, you will play an integral role in the Private Client practice. You will manage various trusts' compliance affairs, working closely with tax specialists and solicitors. Your responsibilities will include managing annual trust accounts completion, tax return compliance, preparing for trustee meetings, acting as a point of contact for trustees, beneficiaries, and intermediaries, dealing with beneficiary payments, and handling registrations under the Trust Registration Service. Your strong attention to detail and technical expertise will enable you to excel in this role.

• Managing the annual trust accounts completion and tax return compliance using CCH tax software
• Preparing for and attending trustee 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
• Registrations under the Trust Registration Service and other related matters as necessary
• Preparation of estate accounts and tax returns would be helpful but not necessary
• Preparation of IHT Returns for 10 year charges and exit charges would be helpful but not necessary

What you bring:
The ideal candidate for the Trust Manager role will bring prior experience in trust management. You will have excellent attention to detail and technical expertise in managing annual trust accounts completion and tax return compliance. Your communication skills will enable you to act as a point of contact for trustees, beneficiaries, and intermediaries. Experience in dealing with beneficiary payments is essential. Knowledge of Trust Registration Service registrations is also desirable.

• Strong attention to detail and technical expertise in trust management
• Experience in managing annual trust accounts completion and tax return compliance
• Ability to prepare for and attend trustee meetings effectively
• Excellent communication skills to act as a point of contact for trustees, beneficiaries and intermediaries
• Experience in dealing with beneficiary payments
• Knowledge of Trust Registration Service registrations

What sets this company apart:
Our client is one of the largest Private Client teams in the Midlands recognised as one of the leading firms in this area. They offer highly specialised advice to individuals and trustees on international tax issues and cross-border issues. While experience in this area is desirable, full training will be provided. They also offer flexible working arrangements and are open to candidates looking for part-time work.

What's next:
Ready to take the next step in your career? Don't miss out on this exciting opportunity!
Apply today.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates