Manager - Quality - Birmingham, United Kingdom - Stone Recruitment Group

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    Description
    Trust Manager/Solicitor/Legal Executive
    Due to continued growth, my client is looking for a trust manager to join our busy Private Client practice.

    The role will involve working with a multi-disciplinary team including tax specialists and solicitors to assist in the management and compliance affairs of various trusts.

    They are looking to recruit a permanent trust manager to take on a mixed portfolio of trusts.

    This is primarily a compliance based role that will follow the normal tax compliance calendar and will involve managing a caseload under the supervision of the partners.

    Managing the annual trust accounts completion and tax return compliance using CCH Tax software

    • Providing written advice to trustees in relation to financial tax and trust law positions of trusts under management under the supervision of the partners of the firm
    • Preparation of Estate accounts and tax returns
    * a qualified accountant (AAT/ACA/ACCA) who has subsequently been working in a trust/tax environment and therefore has experience of trust compliance

    • A candidate who is trained in trust/tax compliance and therefore has a good basic tax compliance knowledge but also has a thorough knowledge and understanding of trust accounting probably ATT/CTA or STEP qualified
    • A solicitor/legal executive or an experienced trust manager who can demonstrate knowledge and experience of trust accounting