Trust Manager, International Firm, London

Job Title Trust Manager, International Firm, London
Contract Type Permanent
Contract Duration n/a
Sectors Trust,
Location London
Salary £55000 - £65000 per annum, Benefits: Wide range of benefits of attractive benefits
Job Published 6 months ago
Our Reference 4195
Who to Contact Medet Ali
Contact Email

Job Description

The London private client team of this highly regarded Law firm offers you the opportunity to take on a high quality portfolio. The role is an important part if the team and will offer you the opportunity to progress towards senior manager/director.

All administration relating to trust matters to include:
•Dealing with all routine aspects of the administration of life interest and relevant property trusts
•Attendance at trustees' meetings and taking minutes as necessary
•Assessing and planning regarding personal tax implications to include inheritance, income and capital gains tax
•Completion of Trust and Estate Tax Returns, preparation of R185's and dealing with other compliance issues
•Completion of IHT Accounts dealing with terminations, exit and ten year anniversary charges for IHT purposes
•Liaising with internal and external trustee clients in order to effect an efficient trust service
•Liaising with beneficiaries and, where relevant, other professional advisers
•Preparation and review of Policy Statements
•Preparation of Trustee Resolutions and some drafting of simple deeds such as changes of trustees

Experience required
•Thorough understanding of general legal and taxation principles of trust administration
•Good working knowledge of CCH (MYOB) trust accounting software and Pertax
•Some supervision of more junior members of staff
•A working knowledge of probate administration is desirable but not essential (as there is the possibility of undertaking some probate work for a suitable candidate)

Ref: 4195 Published: 6 months ago

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