Trusts Manager

1 month ago


Sevenoaks, United Kingdom G2 Legal Limited Full time

Job Opportunity: Trusts Manager


Location: Sevenoaks

Overview:
We are working with a top 50 law firm in Sevenoaks that is keen to recruit a Trusts Manager to join its Tax & Trusts Team, part of the Private Client Advisory group.

Role Requirements:


Experience:
• Administering a portfolio of trusts on behalf of trustee clients
• Preparation of trust income tax returns, capital gains tax filings, and inheritance tax accounts
• Drafting annual trust accounts using specialist accounting software
• Trust administration, including liaising with trustees and professional advisors
• Preparing and submitting FATCA, CRS, and Trust Registration Service (TRS) filings
• A minimum of 2 years' experience in personal tax, tax compliance, and trust administration

Skills:
• Knowledge of Inheritance Tax and tax planning for trusts
• Experience working in a client-facing role, liaising with HMRC and third parties such as banks and stockbrokers
• Strong understanding of accounts practices and tax return preparation
• STEP, ATT, or ACCA qualifications (or similar) are highly desirable

Benefits:

  • 25 days’ holiday (rising with service) plus Bank Holidays
  • Private healthcare, pension scheme, and life assurance
  • Enhanced maternity/paternity leave and agile working policy
  • Gym membership and electric car scheme
  • Staff profit share, season ticket loan, and more

How to Apply:

  • Online: Apply with your updated CV via the provided link
  • Contact: For immediate consideration, contact Becky Newton at G2 Legal for a confidential chat

We look forward to hearing from you.

#INDMAD


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