Trust Manager

As a Trust Manager, you will be integral to overseeing and managing a portfolio of UK trusts, ensuring the highest standards of efficiency, compliance, and client satisfaction. Your responsibilities will span all aspects of trust management, including the preparation of financial accounts, annual tax returns, IHT100s, and tax compliance for UK-based individuals. You will collaborate closely with clients to meet their financial objectives while upholding stringent regulatory and compliance requirements.

Key Responsibilities:

• Trust Administration: Manage a diverse portfolio of UK trusts, ensuring seamless operation and compliance with relevant regulations.
• Financial Accounts Preparation: Produce accurate financial statements and accounts for trusts in line with accounting standards and best practices.
• Tax Compliance: Prepare and file annual tax returns for trusts, ensuring compliance with all UK tax obligations.
• Inheritance Tax (IHT) Filings: Handle IHT100 submissions and offer estate planning advice to help clients minimise inheritance tax liabilities.
• Client Relationship Management: Build and maintain strong professional relationships with clients, delivering tailored advice and exceptional service.

Qualifications:

• Demonstrated experience in trust management, accounts preparation, and tax compliance.
• Comprehensive knowledge of UK tax regulations, particularly those related to trusts and estates.
• Familiarity with trust accounting software and tax preparation tools (desirable).