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Trust Manager

2 months ago

Leeds, Leeds, United Kingdom Stone Recruitment Group Full time
Trust Manager - Stone Recruitment Group

Due to continued growth, a leading Private Client practice is seeking a Trust Manager to join their busy team. The role involves working with a multi-disciplinary team to assist in the management and compliance affairs of various trusts.

Key responsibilities:
  • Preparation of annual trust accounts and submission to HMRC of annual tax returns
  • Dealing with CRS, FATCA, and Trust Registration Service reporting and compliance matters
  • Maintaining accurate records of trust documents, information, and transactions
  • Liaising with trustees, beneficiaries, and Wrigleys' partners and fee earners
  • Arranging trust distributions and preparing required documents
  • Liaising with commercial property managers, investment managers, and financial advisors
  • Arranging and attending trustees' meetings and taking minutes

The ideal candidate will have strong attention to detail, technical expertise, and excellent communication skills. They should have experience working with trusts, tax, and compliance, and be comfortable with accounting software and spreadsheets.

About the role:
  • Good knowledge of trusts, tax, and compliance
  • Experience dealing with complex trusts and sub-funds
  • Knowledge of income tax, capital gains tax, and inheritance tax
  • Excellent communication and organisational skills
  • Working knowledge of accounting software and spreadsheets

For more information, please contact Stone Recruitment Group.