Trust Manager

Robert Walters - Trust Manager - Permanent - West Midlands - £60,000-£70,000 per annum

Job title: Trust Manager

Location: West Midlands

Salary: £60,000-£70,000 per annum

Hours: Full time

Role details

Our client is seeking a Trust Manager to join their Private Client practice. This role offers an exciting opportunity to work with a multi-disciplinary team, including tax specialists and solicitors, managing the compliance affairs of various trusts. The successful candidate will have strong attention to detail, technical expertise, and the ability to take ownership of the role.

Responsibilities of the Trust Manager

• Managing the annual trust accounts completion and tax return compliance
• Providing written advice to trustees in relation to financial tax and trust law positions of trusts under management
• Preparing for and attending regular trustees meetings and as necessary meetings with investment managers and other professionals
• Acting as a point of contact for trustees, beneficiaries and intermediaries
• Dealing with payments of beneficiaries, liaising with investment managers etc

What the successful candidate will bring

• Qualified accountant (AAT/ACA/ACCA)
• Technical expertise in trust management
• Experience in a trust/tax environment
• Good basic tax compliance knowledge
• Thorough knowledge and understanding of trust accounting

At the Robert Walters Group, we endeavour to contact all candidates to register their details. However, due to the high number of applications we receive, if we have not reached out to you within 72 hours, please assume that you have been unsuccessful on this occasion.

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates