Trusts Manager

The role of the Trusts & Fiduciary Executive involves working within the Trusts & Fiduciary sub-team to administer a portfolio of trusts, assist with estate administration, and ensure compliance. The position primarily involves collaboration with the Team Principal and the Tax & Trusts Team.

Accountabilities

The responsibilities include:

1. Administering a portfolio of trusts for trustee clients.
2. Ensuring timely completion of 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 liaising with trustees and professional advisers.
5. Preparing and submitting FATCA, CRS, TRS, and complex estate filings.
6. Drafting 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

Ideal candidates will have experience in:

• Trust and personal tax return preparation, including inheritance tax accounts.
• Trust account preparation and administration.
• Client-facing roles and liaising with HMRC and third parties.
• Understanding of IHT and tax planning related to trusts.
• At least 2 years’ experience in personal tax compliance 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 – extra week every 10 years.
• Private Healthcare (BUPA).
• Scottish Widows Pension Scheme (5% employer/employee).
• Staff Profit Share and salary sacrifice options.
• Life Assurance and 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 and Agile Working policies.

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

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