Banner Default

Trusts Manager

  • Location


  • Sector:

    Tax, Trusts

  • Contract Type:


  • Salary:

    £Dependent on Experience

  • Contact:

    Richard Kinsey

  • Contact email:

  • Contact phone:

    07949 239757

  • Job ref:


  • Published:

    about 2 months ago

  • Expiry date:


  • Startdate:


  • Consultant:

    Richard Kinsey

​Trusts Manager


£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


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 - / 07949 239757