WHAT WE ARE LOOKING FOR

• Considerable experience of trust administration, with strong technical knowledge of trust law and tax implications.
• Experience of preparing Trust Accounts, Trust and Estate Returns.
• Experience in preparing Inheritance Tax returns to report exits and periodic charges.
• Understanding of the taxation of trusts (IHT, CGT and Income Tax).
• Strong interpersonal and organisational skills and have a client focused approach.
• As the team grows, there will be potential opportunity to manage a small team, therefore team management experience would be advantageous but not essential.
  We will consider candidates who are currently in a Trust Administration role, looking for a career development opportunity.

Due to the continued growth of the team, we are looking to recruit an experienced Trust Manager to lead the day-to-day management of a complex portfolio of trusts, working closely with clients, advisors, and internal stakeholders. The Trust Manager will play a key role in delivering bespoke solutions across estate planning, tax efficiency, succession strategies and will be responsible for ensuring all trust accounts are accurate and up to date.
Given the nature of the role, we are open to discussing flexible and remote working options and would consider candidates looking to work a 4-day week.