Trust Manager

Trust Manager Birmingham Legal 500

Salary: up to £55,000

I'm currently working with a well-established and highly regarded law firm with a strong presence across the Midlands, who are looking to appoint an experienced Trust Manager to join their Trusts, Estates & Tax team in Birmingham.

The team works with individuals, families and business owners on a wide range of trust, estate and tax matters, providing ongoing support with the administration and management of trusts and estates.

This is a great opportunity for someone with a strong background in trust administration or trust accounting who is looking for a varied position with plenty of responsibility and regular client interaction.

You'll take responsibility for a portfolio of trusts and estates, overseeing the accounting, tax and administration requirements while working closely with solicitors, trustees, beneficiaries and external advisers.

The role offers a good balance of technical work and relationship management, with the opportunity to become a key point of contact for clients and take ownership of your workload.

• Managing a portfolio of trusts and estates and overseeing their ongoing administration
• Preparing and reviewing annual trust and estate accounts
• Completing and submitting SA900 Trust and Estate Tax Returns
• Preparing R185 certificates and carrying out tax pool calculations
• Assisting with Capital Gains Tax calculations and relevant property CGT returns
• Supporting Inheritance Tax compliance, including IHT
  100s and supporting schedules
• Dealing with 10-year anniversary and exit charge calculations
• Monitoring trust distributions, transactions, loans and changes in assets
• Reviewing and reconciling investment portfolios
• Maintaining accurate records, including deeds, minutes and resolutions
• Ensuring Trust Registration Service information is accurate and up to date
• Managing key tax and compliance deadlines
• Corresponding with HMRC and dealing with queries where required
• Liaising with investment managers, accountants, brokers, property agents and other professional advisers
• Assisting with the setup and onboarding of new trust and estate matters
• Acting as a trusted contact for trustees, executors and beneficiaries
• Providing technical support to solicitors and the wider team
• Identifying opportunities to improve processes and systems
• Supporting and sharing knowledge with more junior members of the team

• Previous experience within trust administration, trust accounting or private client tax
• Experience working with trusts and estates within a legal or professional services environment
• Good understanding of Income Tax, Capital Gains Tax and Inheritance Tax in relation to trusts and estates
• Experience with trust accounts and SA900 tax returns
• Strong numerical and analytical ability
• Confident using Excel and working with financial information
• Highly organised with excellent attention to detail
• Comfortable working independently and managing multiple deadlines
• Strong communication skills, both written and verbal
• Able to explain technical information clearly and confidently
• Client-focused with a natural ability to build strong professional relationships

• The opportunity to join a well-established Midlands law firm
• A varied role with responsibility for your own portfolio
• Exposure to a broad range of trust, estate and tax matters
• The opportunity to work closely with experienced private client solicitors
• Regular contact with trustees, beneficiaries and professional advisers
• A supportive and collaborative team environment
• The opportunity to further develop your technical knowledge and take ownership of client relationships