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

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    Trust Manager/Solicitor/Legal ExecutiveBirminghamSalary:
    £45,000 - £50,000 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 softwareProviding 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 firmPreparation of IHT Returns for 10 years charges and exit chargesPreparing for and attending regular trustees meetings and as necessary meetings with investment managers and other professionalsActing as a point of contact for trustees, beneficiaries and intermediariesDealing with payments of beneficiaries, liaising with investment managers etcPreparation of Estate accounts and tax returnsRegistrations under the Trust Registration Service and other related matters as necessary.a qualified accountant (AAT/ACA/ACCA) who has subsequently been working in a trust/tax environment and therefore has experience of trust complianceA 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 qualifiedA solicitor/legal executive or an experienced trust manager who can demonstrate knowledge and experience of trust accountingPlease apply below if you're interested or have the skills required for this role.