Trust Manager

We are working with an independent firm of Chartered Accountants in Bradford seeking an individual with tax and trust accounts experience to join their busy trust and estates team.

This role can be fulfilled on a part time, flexible hours or full time basis.

Working directly with the trust partner, you will be responsible for a portfolio of trust clients which have a variety of assets including property, private company shares and investment portfolios. The role also involves administering estates including gathering details of assets and liabilities, the preparation of estate accounts, collecting in assets and making distributions to beneficiaries, as well as tax computations.

• Preparing annual trust and estate accounts
• Completing and submitting annual tax returns using CCH software
• Completing Inheritance Tax returns and preparing associated calculations
• General administration of trusts and estates
• Liaising with clients and providing advisory services
• Liaising with HMRC, solicitors, banks and stockbrokers

If you are interested in this Trust Manager opportunity or would like any further information, please do not hesitate to contact Richard Warwick at IPS Finance.