Trusts Manager

The role of Trusts & Fiduciary Executive involves working within the Trusts & Fiduciary sub-team to administer a portfolio of trusts, estates, and ensure compliance. The key responsibilities include:

1. Administering trusts for trustee clients.
2. Managing trust income tax, capital gains, and inheritance tax filings.
3. Preparing annual trust accounts using specialist software.
4. Conducting general trust administration and liaising with trustees and professionals.
5. Filing FATCA, CRS, TRS, and estate filings.
6. Drafting trustee minutes and resolutions.
7. Reviewing trust investments quarterly and reporting.
8. Promoting trust and tax services externally and internally.
9. Developing client relationships for opportunities.

The ideal candidate will have:

• Experience in trust and personal tax return preparation.
• Experience in trust accounts and client-facing roles.
• Liaison experience with HMRC and third parties.
• Understanding of IHT, trust tax planning, and 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.

We are committed to equal opportunity employment, valuing diversity and fairness throughout our recruitment process.

Benefits include:

• Competitive salary and benefits.
• 25 days holiday plus Bank Holidays, increasing with service.
• Long service holiday awards, private healthcare, pension scheme, profit share, life assurance, and more.
• Flexible working arrangements, including hybrid and part-time options.

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