-
Location
Leeds
-
Sector:
-
Contract Type:
-
Salary:
Salary Dependent on Experience
-
Contact:
Will Langdon
-
Contact email:
will@clark-wood.co.uk
-
Contact phone:
07920 557121
-
Job ref:
WL-18194
-
Published:
13 days ago
-
Expiry date:
2025-01-31
-
Consultant:
Will Langdon
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.
For more details, contact Will Langdon at Clark Wood:
📧 will@clark-wood.co.uk
📞 07920 557121
Take the next step in your trust management career – apply today!
#CW1024