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Trust Administration Specialist

2 months ago


Leeds, Leeds, United Kingdom CRA Consulting Full time

About CRA Consulting:

CRA Consulting is seeking a Trust Manager to join their team of specialist solicitors in a leading expert practice. This is a great opportunity to take on the day-to-day responsibility for the administration of a wide variety of trusts, as well as the preparation of annual trust accounts and tax returns, in a supportive and colleague-led team.


Key Responsibilities:

  • Prepare annual trust accounts, complete and submit to HMRC annual tax returns and payments
  • Deal with compliance matters such as CRS, FATCA and Trust Registration Scheme
  • Calculate tax and complete IHT forms
  • Liaise with other members of the team concerning the trusts' investments and Investment Policy Statements
  • Work with fee earners to draft required documents


Requirements:

  • Min. 5 years' experience of trust management
  • Hold an accounting qualification
  • Good knowledge of income tax, capital gains tax and inheritance tax
  • Previous experience of dealing with trusts receiving rental income associated commercial property expenses


What We Offer:

  • Good work-life balance
  • Colleague well-being programmes
  • Supportive team