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    Trust Manager - Birmingham, United Kingdom - Mills & Reeve

    Mills & Reeve
    Mills & Reeve Birmingham, United Kingdom

    Found in: Talent UK C2 - 3 days ago

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    Permanent
    Description
    Private Client National Service Line Permanent, full time role based in any of our regional offices What does the role involve? We are looking for a Trust Manager to assist the management of trusts across our Private Client National Service Line. You will advise a range of clients specialising in trust advice and administration, and including:
    • tax planning advice regarding all aspects of trusts
    • inheritance tax calculations
    • management and administration of complex trusts to include maintenance and preparation of all related accounting records and HMRC returns
    • FATCA/CRS/Trust Register reporting
    In addition, you will support and assist the Senior Trust Managers to supervise a team of trust administrators. The Trust team provide trust administration support to the wider private client team whose work involves will drafting, estate planning, complex tax planning, trusts and estate administration, preparation of lasting powers of attorney, charity advice and administration on behalf of a range of private clients, trustees and charities. We act for wealthy families and individuals, business people and landowners. Why should I apply? If you are the kind of individual who enjoys providing clients with the complex advice they need to comply with their legal and tax obligations, building up strong relationships with those clients and with colleagues within the National Service Line and across the firm to provide a seamless service, then this is a fantastic opportunity for you to join a firm at the prime end of the market, and which is the only law firm to have been listed as one of the ¿Sunday Times 100 Best Companies to Work For¿ for the last 20 years. What experience is required? You will be an experienced Trust Accountant or Manager with previous experience within a comparable role in a law or accountancy firm, and will have experience of supervising others. What skills and attributes would I need? Essential
    • Good academics
    • Good numeracy and IT skills
    • Solid previous experience of preparing sets of trust accounts
    • STEP, CIOT or ATT qualification
    • Excellent written, clear and concise English
    • Excellent organisational skills and attention to detail
    • Ability to work productively under pressure and meet deadlines
    • Excellent interpersonal and team working skills
    Desirable
    • Accounting qualification
    • Knowledge CCH software package
    Who will I be working with? Reporting to principal associate, Sarah Wood, you will be part of a dedicated trust administrative team which is part of our wider Private Client National Service Line. This is headed up by Chris Belcher, and supported by a professional support lawyer. What else should I know? Mills & Reeve is a major UK law Firm renowned for its outstanding service to national and international clients, for its collaborative culture and deep sector expertise. The Firm has a strong sector focus with expertise in agriculture, charities, education, food and beverage, health, insurance, private wealth, real estate investment, sport and technology. Clients include businesses from PLCs to start-ups, high net worth individuals and landowners, universities, colleges and education bodies and over 100 healthcare organisations. Pre-employment screening Please note that, in the event that we make an offer for a role, we will conduct pre-employment screening that includes, but is not limited to, a basic DBS check, right to work check, any disciplinary history recorded with the Solicitors Regulation Authority (SRA) and a self-declaration to assess your character and suitability for the role. A full policy of the screening the firm undertakes is available on request.
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