Lead Trusts & Estates Manager — Client-Focused

Oculus Legal Group

Birmingham

On-site

GBP 50,000 - 61,000

Full time

12 days ago

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Job summary

Oculus Legal Group in Birmingham is seeking an experienced Trust Manager to lead a portfolio of trusts and estates within the Trusts, Estates & Tax team. You will oversee accounting, tax returns, and ongoing administration while liaising with solicitors, trustees, beneficiaries and advisers.

The role offers a balance of technical work and client relationship management, with responsibility for workload and meeting regulatory deadlines.

Qualifications

Experience in trust administration or private client tax.
Experience in a legal or professional services environment.
Strong knowledge of Income Tax, Capital Gains Tax and Inheritance Tax related to trusts.
Experience with trust accounts and SA900 tax returns.
Strong numerical and analytical ability.
Excellent organisation and attention to detail.
Good communication and client relationship skills.

Responsibilities

Manage a portfolio of trusts and estates and oversee their administration and accounting.
Prepare and review annual trust and estate accounts.
Complete SA900 Trust and Estate Tax Returns.
Prepare R185 certificates and carry out tax pool calculations.
Assist with Capital Gains Tax calculations and CGT returns.
Support Inheritance Tax compliance including IHT100s and schedules.
Monitor deadlines and liaise with HMRC and advisers.
Review investment portfolios and maintain records (deeds, minutes, resolutions).
Develop processes and share knowledge with junior team members.