-
Location
Leeds
-
Sector:
-
Contract Type:
-
Salary:
£Dependent on Experience
-
Contact:
Richard Kinsey
-
Contact email:
richard.kinsey@clark-wood.co.uk
-
Contact phone:
07949 239757
-
Job ref:
RK-15490
-
Published:
3 months ago
-
Expiry date:
2024-03-07
-
Startdate:
ASAP
-
Consultant:
ConsultantDrop
Trusts Manager
Leeds
£Dependent on Experience
Clark Wood are currently working with a leading firm who are looking for a Trust Manager in their BLeeds office.
As a Trust Manager your role will include:
Assist in the running of the Trust and Estate Team. Manage own portfolio of clients and reporting direct to the relevant Partner
Assist in growing the department and client base and take on an active Business Development Role
Manage the compliance/tax advisory, trust and estate accounting and annual administration process for a client allocation
Supervise staff assisting with client work and deal with technical and administrative issues
Review tax returns and accounts for Trusts, Estates and Charities
Review IHT returns/calculations
Manage HMRC enquiries
Responsibility for compliance work on clients
Prepare complex tax computations
Skills:
Ideally ACA and/or CTA qualified and/or STEP
Knowledge of private client/ trust and estate tax and planning experience
Demonstrable experience within a Trust and Estate team
For further information on this role please contact Rich Kinsey at Clark Wood - richard.kinsey@clark-wood.co.uk / 07949 239757
