Trusts Portfolio Manager

1 month ago


Sevenoaks, Kent, United Kingdom Birketts Full time

About the Role

We are seeking a skilled Trusts Portfolio Manager to join our team at Birketts. This exciting opportunity will involve administering a portfolio of trusts, ensuring compliance with tax regulations, and working closely with our clients to deliver exceptional results.

Key Responsibilities

  • Administering a diverse portfolio of trusts, including scheduling and completing tax compliance returns.
  • Preparing annual trust accounts using specialist accounting software.
  • Conducting general trust administration, including correspondence with trustees and professional advisers.
  • Preparing and submitting FATCA and CRS returns as required.
  • Quarterly review of trust fund investments and reporting to trustees.

Requirements

  • Minimum 2 years' experience in personal tax (including tax compliance) and trust administration.
  • Excellent understanding of Inheritance Tax and its applications.
  • Strong client-facing skills and ability to work effectively with HMRC and third parties.
  • Desirable qualifications include STEP, ATT or ACCA.

Benefits

  • Competitive salary: £45,000 - £60,000 per annum.
  • 25 days holiday (FTE) plus Bank Holidays rising with service.
  • Long Service holiday award – 1 extra week every 10 years continuous service.
  • Private Healthcare - BUPA (offered after probation is passed).
  • Scottish Widows Pension Scheme (5% employer / 5% Employee).
  • Staff Profit Share / Salary sacrifice (Pensions, Staff Profit Share).
  • Life Assurance - 4 x salary / Permanent Health Insurance.
  • Paid ESG (Environmental, Social and Governance) day.
  • Enhanced Maternity/Paternity Leave.
  • Season Ticket Loan.
  • Gym Flex membership.
  • Electric car scheme.
  • Dress for your Day Policy.
  • Agile Working Policy.

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