Trusts Manager

TN United Kingdom; Sevenoaks; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a Trusts & Fiduciary Executive to join their dynamic team. This role involves administering a portfolio of trusts and estates, ensuring compliance with tax regulations, and preparing trust accounts using specialized software. The ideal candidate will have a solid background in trust and personal tax, along with experience liaising with HMRC. With a commitment to diversity and equal opportunity, this organization offers competitive benefits, including flexible working arrangements, private healthcare, and generous holiday allowances. If you're passionate about trust administration and client relations, this is an exciting opportunity for you.

Benefits

25 days holiday plus Bank Holidays

Long service holiday awards

Private healthcare

Pension scheme

Profit share

Life assurance

Flexible working arrangements

Qualifications

• Minimum 2 years experience in personal tax and trust administration.
• Strong understanding of IHT and trust tax planning.

Responsibilities

• Administer trusts and manage trust income tax filings.
• Prepare annual trust accounts and conduct trust administration.

Skills

Trust and personal tax return preparation

Trust accounts management

Client-facing roles

Liaison with HMRC and third parties

IHT and trust tax planning

Education

STEP qualification

ATT qualification

ACCA qualification

Tools

Specialist software for trust accounts

Job description

The role of Trusts & Fiduciary Executive involves working within the Trusts & Fiduciary sub-team to administer a portfolio of trusts, estates, and ensure compliance. The key responsibilities include:

1. Administering trusts for trustee clients.
2. Managing trust income tax, capital gains, and inheritance tax filings.
3. Preparing annual trust accounts using specialist software.
4. Conducting general trust administration and liaising with trustees and professionals.
5. Filing FATCA, CRS, TRS, and estate filings.
6. Drafting trustee minutes and resolutions.
7. Reviewing trust investments quarterly and reporting.
8. Promoting trust and tax services externally and internally.
9. Developing client relationships for opportunities.

The ideal candidate will have:

• Experience in trust and personal tax return preparation.
• Experience in trust accounts and client-facing roles.
• Liaison experience with HMRC and third parties.
• Understanding of IHT, trust tax planning, and at least 2 years’ experience in personal tax and trust administration.
• Knowledge of accounts practices and Inheritance Tax.
• Qualifications such as STEP, ATT, or ACCA are desirable.

We are committed to equal opportunity employment, valuing diversity and fairness throughout our recruitment process.

Benefits include:

• Competitive salary and benefits.
• 25 days holiday plus Bank Holidays, increasing with service.
• Long service holiday awards, private healthcare, pension scheme, profit share, life assurance, and more.
• Flexible working arrangements, including hybrid and part-time options.