Trust Manager

Henderson Scott Accounting and Finance have teamed up with our Legal division to recruit a Trusts Manager for an established firm In Birmingham.

This opportunity is a result of continued growth and will be part a multi-disciplinary team including tax specialists and solicitors to assist in the management and compliance affairs of various trusts.

The Role

• Managing the annual trust accounts completion and tax return compliance using CCH Tax software
• Providing written advice to trustees in relation to financial tax and trust law positions of trusts under management under the supervision of the partners of the firm
• Preparation of IHT Returns for 10 years charges and exit charges
• Preparing for and attending regular trustees' meetings and as necessary meetings with investment managers and other professionals
• Acting as a point of contact for trustees, beneficiaries, and intermediaries
• Dealing with payments of beneficiaries, liaising with investment managers etc
• Preparation of Estate accounts and tax returns
• Registrations under the Trust Registration Service and other related matters, as necessary.

The Profile

This is a unique opportunity for a qualified or QBE accounting professional who has an accounting background (AAT/ACA/ACCA) but would like to try something different or perhaps specialise in the tax area.

• Experience of working in a trust/tax environment and therefore has experience of trust compliance
• Trained in trust/tax compliance and therefore has a good basic tax compliance knowledge but also has a thorough knowledge and understanding of trust accounting probably ATT/CTA or STEP qualified
• A solicitor/legal executive or an experienced trust manager who can demonstrate knowledge and experience of trust accounting

The Salary

£45,000 - £65,000 DOE

Will consider part time (4 days a week)

Flexible working and Hybrid

Bonus scheme

Generous holiday