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:
Annual Trust Accounts & Tax Compliance: Prepare annual trust accounts, file tax returns with HMRC, and arrange for timely tax payments.
Reporting & Compliance: Manage reporting obligations for CRS, FATCA, and the Trust Registration Service, ensuring compliance with all relevant regulations and staying updated on changes.
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.
Trustees' Meetings: Organise and attend trustee meetings, prepare reports, take minutes, and liaise with solicitors or partners when necessary.
Tax Calculations & Reporting: Calculate inheritance tax, complete ten-year anniversary and exit charge forms, and handle capital gains tax reporting on property sales.
Financial Management: Oversee the financial aspects of all assigned files, including billing and arranging payment of bills.
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.
Take the next step in your trust management career – apply today!
This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.
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