Trusts Manager

Opportunity in a Top Independent Law firm.

This firm seeks a Trusts Manager to join them.  The position of Trusts & Fiduciary Executive involves managing a portfolio of trusts, as well as supporting the administration of estates and ensuring compliance with relevant regulations. The role is centred around collaboration with the Team Principal and other members within the Tax & Trusts Team.

Key Responsibilities

The responsibilities associated with this role include:

• Managing a portfolio of trusts on behalf of the firm's trustee clients.
• Overseeing the timely completion of trust income tax, capital gains tax, and inheritance tax filings during the tax compliance period.
• Preparing annual trust accounts for assigned trusts using specialised accounting software.
• Handling general trust administration tasks, including communication with trustees and professional advisors.
• Preparing and submitting FATCA and CRS returns, where applicable.
• Filing Trust Registration Service (TRS) and complex estate submissions.
• Drafting trustee minutes and resolutions.
• Conducting quarterly reviews of trust fund investments and reporting findings to trustees.
• Promoting the trust and tax services both within the firm and to external clients.
• Working with existing clients to identify and develop new opportunities.

Candidate Profile

The ideal candidate will possess:

• Experience in comprehensive trust administration, including preparation of trust and personal tax returns, as well as inheritance tax accounts.
• Proficiency in preparing trust accounts.
• Strong client-facing experience, with the ability to liaise effectively with HMRC and third parties such as banks, land agents, and stockbrokers.
• Knowledge of inheritance tax (IHT) and tax planning related to trusts.
• A minimum of two years’ experience in personal tax and trust administration.
• Familiarity with accounting practices.
• Relevant professional qualifications such as STEP, ATT, or ACCA are advantageous.