Trusts Manager
- Term: Permanent
- Working Hours: Full-time (35 hours Mon - Fri)
- Department: Tax and Trusts
- Location: Sevenoaks
Join a UK Top 50 law firm with a rich heritage and a commitment to excellence, as a Trusts Manager in our Tax and Trusts Department. This role offers the opportunity to work within a leading regional firm known for advising private clients on a broad range of issues relating to estates, private property, and tax planning.
Day-to-day of the role:
- Administer a portfolio of trusts on behalf of our trustee clients.
- Ensure 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.
- Prepare annual trust accounts for your portfolio of trusts using specialist accounting software.
- Conduct general trust administration for the wider team and correspond with trustees and other professional advisers.
- Prepare and submit FATCA and CRS returns (where appropriate).
- Prepare and submit Trust Registration Service (TRS) filings and complex estate filings.
- Prepare trustee minutes and resolutions.
- Conduct quarterly reviews of trust fund investments and report to trustees on the same.
- Actively promote the trust and tax function within the firm and externally.
- Work with existing clients to develop opportunities.
Required Skills & Qualifications:
- Experience in preparation of trust and personal tax returns and inheritance tax accounts for trusts.
- Proficiency in preparing trust accounts.
- Experience in a client-facing role and liaising with HMRC and third parties such as banks, land agents, and stockbrokers.
- 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.
- Understanding of accounts practices and working knowledge of Inheritance Tax.
- STEP, ATT, ACCA, or similar qualification is desirable.
Benefits:
- Competitive salary and comprehensive benefits package.
- 25 days holiday (FTE) plus Bank Holidays, rising with service.
- Long Service holiday award – 1 extra week every 10 years of continuous service.
- Private Healthcare - BUPA (offered after probation is passed).
- Scottish Widows Pension Scheme (5% employer / 5% Employee).
- Staff Profit Share / Salary sacrifice options.
- 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, and Electric Car scheme.
- Dress for your Day Policy and Agile Working Policy.
To apply for this Trusts Manager position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.