Private Client Professional

2 weeks ago


Leeds, Leeds, United Kingdom Stone Recruitment Group Full time
Private Client Trust Manager Opportunity

We are seeking an experienced Private Client Trust Manager to join our team. The ideal candidate will have a strong background in trust management, with excellent communication and organizational skills.

The role will involve managing a mixed portfolio of trusts, ensuring compliance with regulatory requirements and maintaining accurate records.

The successful candidate will work closely with a multi-disciplinary team, including tax specialists and solicitors, to address trust-related matters.

  • Preparation of annual trust accounts and submission to HMRC.
  • Arranging tax payments and dealing with reporting obligations.
  • Liaising with external parties regarding trusts' investments.
  • Certifying tax calculations and completing relevant documentation.
  • Providing support with compliance-related tasks and record-keeping.
  • Familiarity with trust law and taxation principles.
  • Proficiency in using accounting software or spreadsheets.
  • Strong analytical and problem-solving skills.

Salary: approximately £58,000 per annum.



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