Trusts Manager

Trusts & Fiduciary Executive Role

The purpose of the Trusts & Fiduciary Executive role is to work within the Trusts & Fiduciary sub-team, administering a portfolio of trusts and assisting with estate administration and compliance. This position involves collaboration primarily with the Team Principal and the Tax & Trusts Team.

Accountabilities

The role and responsibilities include:

1. Administering a portfolio of trusts for trustee clients.
2. Scheduling and completing trust income tax returns, capital gains tax, and inheritance tax filings during tax seasons.
3. Preparing annual trust accounts using specialist accounting software.
4. Conducting general trust administration and communicating with trustees and professional advisers.
5. Preparing and submitting FATCA, CRS returns, and complex estate filings.
6. Preparing trustee minutes and resolutions.
7. Reviewing trust fund investments quarterly and reporting to trustees.
8. Promoting the trust and tax functions within and outside the firm.
9. Developing opportunities with existing clients.

Candidate Profile

Our ideal candidate will have experience in trust administration, including:

• Preparation of trust and personal tax returns, inheritance tax accounts.
• Trust account preparation.
• Client-facing roles and liaising with HMRC and third parties.
• Understanding of IHT and tax planning.
• At least 2 years’ experience in personal tax and trust administration.
• Knowledge of accounts practices and Inheritance Tax.
• Qualifications such as STEP, ATT, or ACCA are desirable.

Equal Opportunities

We are committed to fair recruitment based on merit, qualifications, and experience, regardless of protected characteristics.

Benefits

Our rewards package includes:

• 25 days holiday plus Bank Holidays, increasing with service.
• Long Service holiday award—additional week every 10 years.
• Private Healthcare (BUPA) after probation.
• Scottish Widows Pension Scheme (5% employer/employee).
• Profit sharing, salary sacrifice options.
• Life Assurance (4x salary), Permanent Health Insurance.
• Environmental, Social, and Governance (ESG) day.
• Enhanced maternity/paternity leave.
• Season Ticket Loan, Gym Flex, Electric Car Scheme.
• Dress for Your Day, Agile Working policies.

Birketts offers flexible, hybrid working models and welcomes applications for flexible, part-time, and varied working patterns.

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