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Trust Manager

4 weeks ago

Leeds, Leeds, United Kingdom CLD Recruitment Full time
Trust Manager £60,000 per annum + Benefits + Hybrid/Remote

A fantastic law firm based in Leeds is looking to recuit an in-house Trust Manager to work Hybrid / Remotely.

This role is open to private client tax specialists with trust experience or trust managers working within an accountancy firm and seeking a move to an in-house role OR trust managers looking to move from a law firm.

This is a full time permanent role although 4 days per week will be considered. Hybrid and flexible working arrangements can be flexed for the successful Tax/Trust Manager with some requirements to attend meetings in Leeds.

Working as part of a team, the role of the Trust Manager has the day to day responsibility for the administration of a number of different types of trusts, a number of which are for large family groups, as well as the preparation of the annual trust accounts and trust tax returns.

Duties:

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.
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 Partners and fee earners about relevant trusts
Arranging trust distributions, including working with fee earners to draft required documents
Liaising with the commercial property managers, the investment managers and financial advisors concerning the trusts' investments and the preparation of Investment Policy Statements
Arranging and attending trustees' meetings, preparing reports where required and taking minutes

Experience Required:

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

CLD Recruitment (Leeds) Ltd is acting as an Employment Agency in relation to this vacancy. CLD Recruitment (Leeds) Ltd is an Equal Opportunities employer; we welcome applicants from all backgrounds.

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