Trusts Manager

​Our client is a firm of Accountants in Newcastle who are looking for a Trust Manager to join the business, and manage and develop an existing portfolio of trusts (mainly discretionary in nature and including variants such as employee and family trusts), to provide exceptional client service, to ensure all related compliance and legislative requirements are adhered to and to assist in growing and developing an ambitious, highly regarded and commercial professional trustee practice.

The successful applicant will be responsible for a portfolio of trusts.

You should possess an extensive working knowledge of various types of trusts and trust structures and have at least 3 years’ experience in a similar role.

The role includes the day-to-day management of a portfolio of trusts and, where applicable, assisting with related planning aspects and opportunities.

The successful applicant will possess a comprehensive knowledge of trust management requirements including in respect of trustee fiduciary duties and all compliance related aspects in accordance with applicable laws and regulations.

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Main responsibilities:

•Trust administration requirements including completion of trust accounts and related tax returns, annual compliance meetings, ensuring TRS / CRS / FATCA requirements are met, preparation of trustee documents including resolutions / deeds of appointment / documents giving rise to changes of trustees and closures of trusts / investment policy statements etc, working with relevant third party professionals (e.g. financial advisors, accountants and solicitors) to assist on client matters as necessary.

•Liaising with beneficiaries of trusts as required and communicating with directors and fee earners about relevant trusts.

•Liaising with property managers, investment managers and financial advisors concerning trust investments.

•Assisting in managing private client matters relating to the core trust management requirements e.g. planning reviews for clients focussing on asset protection.

•Where applicable, helping to advise on related Inheritance Tax and Capital Gains Tax matters (including planning) - internal support and assistance will be provided as necessary.

•Maintain and develop existing relationships with clients and assist in developing new relationships with third party advisers and their clients.

•The successful candidate must be willing to work closely with other departments and, in particular, fee earning staff within the firm.

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Desired skills and experience:

•3 years’ experience in a similar role.

•TEP, ACA, ACCA, ATT, CTA or legal qualification preferred but not essential.

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For more information on this role please contact Will Langdon at Clark Wood – will@clark-wood.co.uk / 07920 557121

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