Trust Manager

7 days ago


Leeds, Leeds, United Kingdom Stone Recruitment Group Full time
Job Description

We are seeking a highly skilled Trust Manager to join our Private Client practice. The ideal candidate will have a strong background in trust management and compliance.

The role will involve working closely with a multi-disciplinary team, including tax specialists and solicitors, to manage and comply with various trusts.

The successful candidate will take on a mixed portfolio of trusts, primarily focusing on compliance matters that follow the normal tax compliance calendar.

  • Annual trust accounts preparation, completion, and submission to HMRC of annual tax returns, as well as arranging all tax payments.
  • Reporting of trusts for CRS, FATCA, and the Trust Registration Service, along with other compliance matters.
  • Liaising with commercial property managers, investment managers, and financial advisors regarding trusts' investments (e.g., commercial properties and stocks and shares) and Investment Policy Statements preparation.
  • Calculation of tax and completion of IHT forms for ten year anniversary and exit charges.
  • Experience dealing with trusts receiving rental income associated with commercial property expenses.
  • Familiarity with all income tax, capital gains tax, and inheritance tax.
  • Working knowledge of accounting software packages or spreadsheets for tax return preparation.
  • Excellent communication skills (letter writing and telephone).

Salary: £55,000 per annum.


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