Trust Manager/Director in England

Broadfield UK is a law firm that serves mid-market clients, with deep expertise in multiple practice areas and a strong commitment to client service.
As trusted advisors in navigating complexities of law, the Broadfield team is comprised of entrepreneurial experts and leaders who provide legal strategies and solutions tailored to meet the unique needs of each client.
With offices currently in London, Cambridge, Reading and Southampton.
The team
Our Private Wealth team provide advice on UK and international tax and estate planning, trusts and trust administration, landed estates and immigration.
They also work closely with colleagues in other departments to provide assistance to individuals with matters related to residential property, employment, business affairs and family law.
The opportunity
The main duties will include:
Preparation of annual trust accounts, completion and submission to HMRC of annual tax returns and arranging all the tax payments
Preparation of charitable accounts in accordance with the Charities SORP
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 solicitor\’s to draft required documents
Liaising with the property managers, the investment managers and financial advisors concerning the trusts\’ investments
Arranging and attending trustees\’ meetings, preparing reports where required and taking minutes
Calculation of tax and completion of IHT forms for ten year anniversary and exit charges
Who we are looking for
Candidates with an accounting qualification and a minimum of 5 years experience of trust accounting and management
Good knowledge of trusts and the administration of different types of complex trusts (including those with sub-funds)
Have had good experience of dealing with trusts receiving rental income associated commercial property expenses
Good knowledge of all income tax, capital gains tax and inheritance tax
Good working knowledge of an accounting software package (preferably CCH Central) or accounting spreadsheets for tax return preparation
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