Manager, Trusts
Salary/Rate:Outstanding Earnings
Job type:Perm
Town/City:Norwich
Location:Norfolk
Industry:Law Firm
Job ref:JB000885/60
Post Date:18. 03. 2025
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Meet Our Recruiter
About the Role
Opportunity in a Top Independent Law firm.
This firm seeks a Trusts Manager. The role will include overseeing a portfolio of trusts, assisting with estate administration, and ensuring adherence to applicable regulations. The position involves close collaboration with the Team Principal and colleagues within the Tax & Trusts department.es close collaboration with the Team Principal and colleagues within the Tax & Trusts department.
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:
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- 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.
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