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For Companies At a Glance
- Tasks: Lead and manage Trusts, reporting directly to Partners.
- Company: Join a top 40 firm known for its supportive culture and career progression.
- Benefits: Enjoy flexible hours, remote work options, and an office closure for family time during Christmas.
- Why this job: Be part of a team that values work-life balance and has a great reputation among employees.
- Qualifications: Must have experience with CCH Trust Accounts and be working towards or hold a CTA or STEP qualification.
- Other info: Conveniently located near Bank tube station for easy commuting.
The predicted salary is between 48000 - 72000 £ per year.
The purpose of the Trusts & Fiduciary Executive role is to work within the Trusts & Fiduciary sub-team and administer a portfolio of trusts as well as assist with the administration of estates and associated compliance. This opportunity will involve primarily working with the Team Principal and with other members of the Tax & Trusts Team.
Accountabilities
Purpose of job
The purpose of the Trusts & Fiduciary Executive role is to work within the Trusts & Fiduciary sub-team and administer a portfolio of trusts as well as assist with the administration of estates and associated compliance. This opportunity will involve primarily working with the Team Principal and with other members of the Tax & Trusts Team.
Responsibilities
- Administering a portfolio of trust on behalf of our trustee clients.
- Ensuring that trust income tax returns as well as capital gains tax and inheritance tax filings are scheduled and completed over the course of a tax compliance season.
- Preparation of annual trust accounts for your portfolio of trusts using specialist accounting software.
- Conducting general trust administration for the wider team and corresponding with trustees and other professional advisers.
- Preparation and submission of FATCA and CRS returns (where appropriate).
- Preparation and submission of Trust Registration Service (TRS) filings and complex estate filings.
- Preparation of trustee minutes and resolutions.
- Quarterly review of trust fund investments and reporting to trustees on the same.
- Actively promoting the trust and tax function within the firm and externally.
- Working with existing clients to develop opportunities.
The Candidate
Our ideal candidate will be someone who has experience dealing with all aspects of trust administration, including:
- Experience of preparation of trust and personal tax returns and inheritance tax accounts for trusts.
- Preparation of trust accounts.
- Experience in a client facing role.
- Experience in liaising with HMRC and third parties such as banks, land agents and stockbrokers.
- An understanding of the IHT aspects of trusts and tax planning.
- A minimum of 2 years’ experience in personal tax (including tax compliance) and trust administration.
- An understanding of accounts practices.
- Working knowledge of Inheritance Tax.
- STEP, ATT or ACCA or similar qualification is desirable.
Equal Opportunities
We are committed to recruiting individuals on merits of suitability for each role, on the basis of qualifications and experience. All applications are treated fairly and equally regardless of sexual orientation, race, disability, religious beliefs and any other protected characteristic, ensuring that there are equal opportunities at all stages of the recruitment process.
Benefits
One of the best things about joining Birketts is our rewards package. At Birketts we are appreciative of the people who work for us and our rewards package is reviewed regularly to reflect that. A competitive salary and benefits package is given but you can also expect a great team and supportive colleagues, a strong focus on diversity, inclusion and equal opportunities, a programme of wellbeing and mental health support and structured career development and study support.
- 25 days holiday (FTE) plus Bank Holidays rising with service.
- Long Service holiday award – 1 extra week every 10 years continuous service.
- Private Healthcare – BUPA (offered after probation is passed).
- Scottish Widows Pension Scheme (5% employer / 5% Employee).
- Staff Profit Share / Salary sacrifice (Pensions, Staff Profit Share).
- Life Assurance – 4 x salary / Permanent Health Insurance.
- Paid ESG (Environmental, Social and Governance) day.
- Enhanced Maternity/Paternity Leave.
- Season Ticket Loan.
- Gym Flex membership.
- Electric car scheme.
- Dress for your Day Policy.
- Agile Working Policy.
Birketts is a flexible business which has embraced a hybrid working model where our colleagues enjoy a mix of home and office working. We welcome applications from people looking for flexible, agile and part time roles and we are happy to explore your preferred working patterns as part of your application.
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Trusts Manager employer: TN United Kingdom
Contact Detail:
TN United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trusts Manager
✨Tip Number 1
Make sure to highlight your experience with CCH Trust Accounts during any conversations or interviews. This specific software knowledge is crucial for the Trusts Manager role, and showcasing your proficiency can set you apart from other candidates.
✨Tip Number 2
Network with current or former employees of the firm to gain insights into their culture and values. Understanding what they appreciate about the workplace can help you tailor your approach and demonstrate that you align with their ethos.
✨Tip Number 3
Since this role emphasizes work-life balance, be prepared to discuss how you manage your workload effectively while maintaining a healthy personal life. Sharing examples of your strategies can resonate well with the firm's focus on employee well-being.
✨Tip Number 4
If you are working towards your STEP qualification, mention this in your discussions. Showing your commitment to professional development can demonstrate your dedication to the field and your long-term interest in the role.
We think you need these skills to ace Trusts Manager
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your previous experience in Trusts, particularly any roles where you used CCH Trust Accounts. This will show that you have the specific skills they are looking for.
Show Your Commitment to Professional Development: Mention your CTA or STEP qualification, or your willingness to work towards it. This demonstrates your commitment to growth and aligns with the firm's focus on progression.
Emphasize Work-Life Balance: Since the firm values work-life balance, consider including a sentence about how you prioritize this in your own work life. This can resonate well with their company culture.
Personal Touch: Incorporate a personal touch in your application by mentioning what excites you about the opportunity to work with their team. Highlighting the positive experiences of current employees can help you connect with the firm's values.
How to prepare for a job interview at TN United Kingdom
✨Show Your Trusts Expertise
Make sure to highlight your recent experience in Trusts during the interview. Be prepared to discuss specific cases or scenarios where you successfully managed trusts, as this will demonstrate your expertise and suitability for the role.
✨Discuss Your Qualifications
If you have a CTA or STEP qualification, be sure to mention it. If you're working towards STEP, express your commitment to achieving this qualification and how it aligns with your career goals.
✨Emphasize Work-Life Balance
Since the firm values work-life balance, share your thoughts on how you maintain this balance in your professional life. Discuss any strategies you use to manage your workload effectively while ensuring personal time.
✨Connect with the Team Culture
Employees rave about the people at the firm, so make an effort to connect with the interviewers on a personal level. Share experiences that showcase your teamwork and collaboration skills, and express your enthusiasm for being part of a supportive team.
