Trust Manager

3 weeks ago


Leeds, Leeds, United Kingdom Stone Recruitment Group Full time

We are seeking a Trust Manager to join our busy Private Client practice at Stone Recruitment Group. The role will involve working with a multi-disciplinary team to assist in the management and compliance affairs of various trusts.

The ideal candidate will have strong attention to detail, technical expertise, and be able to take ownership of the role. Responsibilities will include:

  • Preparation of annual trust accounts and completion of annual tax returns
  • Dealing with reporting of trusts for CRS, FATCA, and the Trust Registration Service
  • Maintaining excellent and up-to-date records of all trust documents, information, and transactions
  • Liaising with trustees and beneficiaries of trusts as required
  • Arranging trust distributions, including working with fee earners to draft required documents

The successful candidate will be able to work effectively in a team environment and have excellent communication skills. If you are a motivated and organized individual with a passion for trust administration, we would love to hear from you.


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