en

Services

The UK's leading employers trust us to deliver fast, efficient talent solutions that are tailored to their exact requirements. Browse our range of bespoke services and resources.

Read more
Jobs

Let our industry specialists listen to your aspirations and present your story to the most esteemed organisations in the UK, as we collaborate to write the next chapter of your successful career.

See all jobs
Services

The UK's leading employers trust us to deliver fast, efficient talent solutions that are tailored to their exact requirements. Browse our range of bespoke services and resources.

Read more
About Robert Walters UK

Since our establishment in 1985, our belief remains the same: Building strong relationships with people is vital in a successful partnership.

Learn more

Work for us

Our people are the difference. Hear stories from our people to learn more about a career at Robert Walters UK

Learn more

Trust Manager

Save job

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

Contract Type: FULL_TIME

Specialism: Accountancy & Finance

Focus: Tax

Industry: Legal

Salary: £60,000 - £70,000 per annum

Workplace Type: Hybrid

Experience Level: Mid Management

Location: Warwickshire

Job Reference: HBLNG8-6366EC92

Date posted: 14 January 2025

Consultant: Max Clapham

I'm Robert Walters Are you?

Come join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training.