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Trusts Manager

  • Location

    Leeds

  • Sector:

    Tax, Trusts, Private Client Tax

  • Contract Type:

    Permanent

  • Salary:

    Salary Dependent on Experience

  • Contact:

    Will Langdon

  • Contact email:

    will@clark-wood.co.uk

  • Contact phone:

    07920 557121

  • Job ref:

    WL-18194

  • Published:

    21 days ago

  • Expiry date:

    2025-01-31

  • Consultant:

    Will Langdon

​Trust Manager Job Opportunity in Leeds – Join a Leading Solicitors Practice!

We are working with a well-respected Solicitors Practice in Leeds seeking an experienced Trust Manager to manage the day-to-day administration and compliance of various trusts with diverse asset portfolios. This is an excellent opportunity for a professional with trust management expertise to advance their career within a dynamic and supportive environment.

Key Responsibilities:

  1. Annual Trust Accounts & Tax Compliance: Prepare annual trust accounts, file tax returns with HMRC, and arrange for timely tax payments.

  2. Reporting & Compliance: Manage reporting obligations for CRS, FATCA, and the Trust Registration Service, ensuring compliance with all relevant regulations and staying updated on changes.

  3. Trust Distributions & Documentation: Coordinate trust distributions, notify trustees of key events, and work with the Probate, Trusts, and Estate Planning (PTEP) team to draft necessary documents.

  4. Trustees' Meetings: Organise and attend trustee meetings, prepare reports, take minutes, and liaise with solicitors or partners when necessary.

  5. Tax Calculations & Reporting: Calculate inheritance tax, complete ten-year anniversary and exit charge forms, and handle capital gains tax reporting on property sales.

  6. Financial Management: Oversee the financial aspects of all assigned files, including billing and arranging payment of bills.

  7. Communication: Maintain regular communication with trustees, beneficiaries, tax advisors, and partners, ensuring smooth management of all trust-related matters.

Qualifications and Skills:

  • Accounting qualification with experience in preparing trust accounts and tax returns.

  • Strong knowledge of trust administration, including complex trusts with sub-funds.

  • Expertise in income tax, capital gains tax, and inheritance tax.

  • Experience with CCH Trust Accounts or similar tax return preparation software.

Why Join Us?

This is an exciting opportunity for a skilled Trust Manager to work with a reputable legal firm in Leeds, offering a diverse portfolio of trusts and excellent opportunities for professional growth.

For more details, contact Will Langdon at Clark Wood:
📧 will@clark-wood.co.uk
📞 07920 557121

Take the next step in your trust management career – apply today!
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