Trust Manager

Hybrid / remote role to work in-house as a Trust Manager with a Law firm. This role is open to private client tax specialists with trust experience 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 although 4 days per week will be considered. Hybrid and flexible working arrangements can be flexed for the successful Tax/Trust Manager with some requirements to attend meetings in Leeds.

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 different types 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:

• Preparation of annual trust accounts, completion and submission to HMRC of annual tax returns and arranging all the tax payments
• Dealing with the reporting of trusts.
• Maintaining excellent and up to date records of all trust documents, information and transactions
• Liaising with trustees and beneficiaries of trusts as required and communicating with Partners and fee earners about relevant trusts
• Arranging trust distributions, including working with fee earners to draft required documents
• Liaising with the commercial property managers, the investment managers and financial advisors concerning the trusts' investments and the preparation of Investment Policy Statements
• Arranging and attending trustees' meetings, preparing reports where required and taking minutes
• Calculation of tax and completion of IHT forms for ten year anniversary and exit charges

Experience required;

• Good knowledge of trusts and the administration of different types of complex trusts (including those with sub-funds)
• Have had good experience of dealing with trusts receiving rental income associated commercial property expenses
• Good knowledge of all income tax, capital gains tax and inheritance tax
• Good working knowledge of an accounting software package or accounting spreadsheets for tax return preparation
• Excellent communication skills - letter writing and telephone
• Excellent organisational skills
• Knowledge of the working practices within a law or accountancy firm

IPS Finance has 40 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.

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