Trust Manager – Private Wealth

Trust Manager – Private Wealth

Department: Private Wealth

Employment Type: Permanent – Full Time

Location: Manchester

Description

JMW’s Private Wealth department are seeking a knowledgeable and dedicated Trust Manager to join their busy team in Manchester.

The successful candidate will work closely with partners and members of our growing team who deal with a wide range of trust administration work together with tax and probate matters. This role will suit someone who has excellent people skills and who is looking to develop their career within a friendly team.

Key Responsibilities

• Pro-actively managing clients to ensure any tax-planning and/or succession planning issues are acted upon when appropriate
• Overseeing and contributing towards the timely preparation of trust accounts and tax returns including inheritance tax returns and dealing with HM Revenue and Customs as required
• Calculating trustees’ liabilities to IHT, CGT and Income Tax and making use of annual exemptions
• Preparing for and attending trustees’ meetings and taking minutes of those meetings.
• Dealing with payments and distributions from trusts, both capital and discretionary income distributions
• Preparing and reviewing trustees’ investment policy statements.
• Reviewing and interpreting trust deeds and related documentation with input from the wider team, as appropriate
• Keeping partners regularly updated with progress on assignments and assisting with billing
• Ensure all written and verbal communication is of the highest professional standard

Skills, Knowledge and Expertise

• Considerable experience of taxation and administration of trusts, including completion of trust tax returns
• Enthusiasm and dedication to pursuing a career in private client work, with a focus on trust and estate administration
• Willingness to share knowledge and experience with colleagues
• Familiarity with CCH or a similar tax reporting software (although full training can be given where necessary)
• Diploma qualified STEP or other relevant professional tax qualification is preferred. However, lack of these qualifications should not put you off from applying and practical experience will be considered
• Excellent organisational skills and the ability to prioritise competing demands effectively
• A high degree of attention to detail
• Strong problem-solving skills
• Sound judgement and a logical approach to problem solving
• High standard of oral and written communication skills
• Self-motivated and able to work under pressure
• The ability to deal with client and professional advisors thereby showing a commitment to providing a quality service
• Strong internal personal skills in dealing with clients, colleagues and senior management
• Excellent time management, organisational and multi-tasking skills
• Able to work on own initiative and to be highly disciplined

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