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- Tasks: Manage trust administration, prepare accounts, and liaise with clients and partners.
- Company: Join a dynamic law firm offering flexible work arrangements and a supportive team environment.
- Benefits: Enjoy hybrid work options, flexibility, and the chance to work remotely with occasional travel.
- Why this job: This role offers impactful work with family trusts and a chance to grow your expertise in a collaborative setting.
- Qualifications: Experience in trust management, tax returns, and excellent communication skills are essential.
- Other info: Full-time or 4-day work week options available; perfect for those seeking a balanced work-life.
The predicted salary is between 36000 - 60000 £ per year.
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:
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Preparation of annual trust accounts, completion and submission to HMRC of annual tax returns and arranging all the tax payments
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Dealing with the reporting of trusts for CRS, FATCA and the Trust Registration Service and other compliance matters
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Maintaining excellent and up to date records of all trust documents, information and transactions
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Liaising with trustees and beneficiaries of trusts as required and communicating with Partners and fee earners about relevant trusts
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Arranging trust distributions, including working with fee earners at to draft required documents
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Liaising with the commercial property managers, the investment managers and financial advisors concerning the trusts’ investments and the preparation of Investment Policy Statements
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Arranging and attending trustees’ meetings, preparing reports where required.
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Calculation of tax and completion of IHT forms for ten year anniversary and exit charges
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Good knowledge of trusts and the administration of different types of complex trusts (including those with sub-funds)
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Have had good experience of dealing with trusts receiving rental income associated commercial property expenses
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Good knowledge of all income tax, capital gains tax and inheritance tax
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Good working knowledge of an accounting software package or accounting spreadsheets for tax return preparation
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Excellent communication skills – letter writing and telephone
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Excellent organisational skills
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Knowledge of the working practices within a law or accountancy firm
If you are interested in this Trust Manager opportunity or would like any further information, please do not hesitate to contact Richard Warwick at IPS Finance.
Trust Manager Remote employer: IPS Group Ltd
Contact Detail:
IPS Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trust Manager Remote
✨Tip Number 1
Make sure to highlight your experience with trust administration and tax returns during any networking opportunities. Connect with professionals in the legal and accountancy sectors on platforms like LinkedIn to increase your visibility.
✨Tip Number 2
Familiarize yourself with the specific compliance requirements such as CRS and FATCA, as well as the Trust Registration Service. Being knowledgeable about these topics can set you apart during interviews.
✨Tip Number 3
Consider reaching out to current or former employees of the law firm to gain insights into their work culture and expectations for the Trust Manager role. This can help you tailor your approach when discussing your fit for the position.
✨Tip Number 4
Prepare to discuss your organizational skills and how you manage multiple trusts simultaneously. Be ready to provide examples of how you've successfully handled complex trust situations in the past.
We think you need these skills to ace Trust Manager Remote
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with trust administration, tax returns, and compliance matters. Use specific examples that demonstrate your knowledge of trusts and relevant tax laws.
Craft a Compelling Cover Letter: In your cover letter, express your interest in the Trust Manager role and explain why you are a great fit. Mention your experience in liaising with trustees and beneficiaries, as well as your organizational skills.
Showcase Relevant Experience: When detailing your work history, focus on roles where you prepared annual trust accounts, dealt with tax submissions, and managed trust distributions. Highlight any experience with complex trusts and commercial property.
Highlight Communication Skills: Since excellent communication is key for this role, provide examples of how you've effectively communicated with clients, partners, and team members. Mention any experience in writing letters or preparing reports.
How to prepare for a job interview at IPS Group Ltd
✨Showcase Your Trust Knowledge
Make sure to highlight your understanding of different types of complex trusts, including those with sub-funds. Be prepared to discuss specific examples from your experience that demonstrate your expertise in trust administration.
✨Demonstrate Strong Communication Skills
Since the role involves liaising with trustees, beneficiaries, and partners, it's crucial to showcase your excellent communication skills. Prepare to discuss how you've effectively communicated complex information in previous roles.
✨Familiarize Yourself with Compliance Matters
Brush up on your knowledge of compliance issues related to trusts, such as CRS, FATCA, and the Trust Registration Service. Be ready to explain how you've handled these matters in past positions.
✨Organizational Skills are Key
The role requires excellent organizational skills for managing trust documents and preparing reports. Think of examples where your organizational abilities have led to successful outcomes in your previous work.
