Hybrid / remote role to work in-house with a Law firm. This role is open to private client tax or trust managers working within an accountancy firm and seeking a move to an in-house role or trust managers looking to move from a law firm.
This is a full time permanent role with 4 days per week also considered. Hybrid and flexible working arrangements are on offer or this role can be fulfilled remotely with travel to Leeds for any client meetings.
Working as part of a team, the role of the Trust Manager has the day to day responsibility for the administration of a number of trusts, a number of which are for large family groups, as well as the preparation of the annual trust accounts and trust tax returns.
Job Experience:
Preparation of annual trust accounts, completion and submission to HMRC of annual tax returns and arranging all the tax payments
Dealing with the reporting of trusts for CRS, FATCA and the Trust Registration Service and other compliance matters
Maintaining excellent and up to date records of all trust documents, information and transactions
Liaising with trustees and beneficiaries of trusts as required and communicating with Partners and fee earners about relevant trusts
Arranging trust distributions, including working with fee earners at to draft required documents
Liaising with the commercial property managers, the investment managers and financial advisors concerning the trusts' investments and the preparation of Investm...