Senior Trust and Tax Manager

We are looking to recruit a first-rate Senior Trust & Tax Manager. We are flexible on location for the right individual, and we are open to discussing agile working arrangements. The role will also require travel to our other offices in accordance with business needs.The successful candidate will work closely with partners, associates and also members of our growing Trust team. The Trust team itself deals with a wide range of trust work, including charities, and sits within the Firm’s market-leading Private Client division.The role will suit someone who has excellent people skills and who is looking to develop their career within a friendly collegiate team that is widely recognised for its expertise in this area.Role and ResponsibilitiesManaging a complex portfolio of domestic trusts and trust structures for a very high and varied calibre of client.Proactively manage, mentor, and performance supervise a team of Trust Professionals, ensuring they are exposed to a variety of work and progress their careers in trust management.Delivering and implementing complex trust and estate planning advice to mainly UK clients in relation to the tax and trust law positions for trusts under management.Proactively managing and building client relationships, acting as the first point of contact for trustees, beneficiaries, and intermediaries.Ensure financial management of all portfolios (billing).Overseeing the timely reporting of trusts for CRS, FATCA, ATED, and the Trust Registration ServiceManagement of relationships between grant-making and applicant charities, dealing with prospective beneficiaries, drafting deeds and associated policiesOverseeing and contributing towards the timely preparation of annual trust accounts and tax returns, as well as the personal tax compliance for a number of UK and non-UK domiciliaries. Advising on the relevant annual exemptions and reliefs and calculating the associated tax liabilities.Calculating the Inheritance Tax liabilities for complex trust structures and overseeing the preparation of the Inheritance Tax returns. Dealing with HM Revenue and Customs, as requiredMonitoring the performance of trust investments by reviewing investment reports and activating investment reviews. Preparing/reviewing trustees’ investment policy statements and ensuring the agreed investment policies are enforced and remain appropriate.Reviewing and interpreting trust deeds and related documentation with input from the wider team, as appropriate. Preparing legal documentation, such as trustee resolutions and deeds of appointment.You will have a lot of client contact and be expected to take part in client meetings and liaise independently with clients, beneficiaries, banks, investment managers and other professional advisers such as valuers and accountants.Comply with all relevant legal and regulatory obligations including the Solicitors Regulation Authority (SRA) Standards and Regulations, and Principles.Person SpecificationSubstantial experience and strong technical knowledge of UK trustsBe enthusiastic and dedicated to pursuing a career in trust management.Be willing to share knowledge and experience with colleagues, and comfortable training more junior members of the team.Have excellent organisational skills and the ability to prioritise competing demands effectivelyHave a high degree of attention to detailHave strong problem-solving skillsBe flexible and willing to undertake a wide variety of tasksBe a pro-active team player, who is also highly self-motivated and able to work on their own initiativeAbility to develop rapport with a wide variety of individualsBe capable of producing correspondence and documentsHave strong numerical skillsBe computer literate and competent with Microsoft Word and ExcelWorking togetherIntegrity and respectInclusivePersonal impact and growthDriving high standardsClient - centricResponsible BusinessHybrid workingWe adopt a hybrid and flexible working approach, dependent on the requirements of the role and subject to manager approval.For a detailed specification please download the job description in the documents section of this page.Clicking 'apply' will direct you to the application tracking system, hosted for us by Reach-ATS.com. #J-18808-Ljbffr