VACANCY - Trust Manager

Job Title: Trust Manager

Office: Leeds

Department: Private Client

Reports To: Managing Partner

Job Summary:

We are currently seeking a Trust Manager to join our successful Private Client team based in Leeds.

About us:
Wrigleys is a well-established, reputable firm of specialist Solicitors and we have offices in Leeds, Sheffield and Newcastle. We represent clients across the UK and are considered as one of the leading expert practices outside of London. Here at Wrigleys we pride ourselves on providing a superior service to our clients within a professional yet friendly and authentic environment.

Our culture is built on our purpose of putting people at the centre of what we do, and our values guide us in all aspects of our work with clients and each other. Together with our supportive leadership team, we offer a collegiate culture where everyone has a voice, and we encourage collaboration, innovation, and growth.

This positive environment helps us maintain exceptional colleague retention levels.

What We Can Offer You?

Life outside work matters. We promote work-life balance, offer agile working, and prioritise colleague wellbeing. Your health and happiness are important to us.

• Competitive salaries
• Agile Working
• Enhanced Family Friendly Benefits
• Generous holiday entitlement and holiday purchase scheme
• Employee Assistance Programme
• Pension scheme
• Life Assurance scheme
• Group Income Protection
• Employee Wellness Initiatives
• Private Medical Insurance
• Socials

Key Responsibilities – within your group

• Preparation of annual trust accounts, completion and submission to HMRC of annual tax returns and arranging all the tax payments
• Dealing with the reporting of trusts for CRS, FATCA and the Trust Registration Service and other compliance matters
• Maintaining excellent and up to date records of all trust documents, information and transactions
• Liaising with trustees and beneficiaries of trusts as required and communicating with Wrigleys' partners and fee earners about relevant trusts
• Arranging trust distributions, including working with fee earners at Wrigleys to draft required documents
• Liaising with the commercial property managers, the investment managers and financial advisors concerning the trusts' investments (e.g. commercial properties and stocks and shares) and the preparation of Investment Policy Statements
• Arranging and attending trustees' meetings, preparing reports where required and taking minutes
• Calculation of tax and completion of IHT forms for ten year anniversary and exit charges

Key Responsibilities – general

• Work as part of a team (to include Trust Managers in any other Wrigleys' office) to ensure all filing and reporting requirements are completed within statutory deadlines
• Attend group and departmental meetings on a regular basis as required by the partners
• Attend regular training sessions to ensure continuing professional development
• Implement and ensure compliance with the firm's policies and procedures
• Ensure confidentiality is respected and maintained at all times

Experience:

• Hold an accounting qualification and a minimum of 5 years experience of trust management
• Good knowledge of trusts and the administration of different types of complex trusts (including those with sub-funds)
• Have had good experience of dealing with trusts receiving rental income associated commercial property expenses
• Good knowledge of all income tax, capital gains tax and inheritance tax
• Good working knowledge of an accounting software package or accounting spreadsheets for tax return preparation
• Excellent communication skills – letter writing and telephone
• Excellent organisational skills
• Knowledge of the working practices within a law or accountancy firm

Job Experience:

The ideal candidate:

• The ability to work to meet clients' demands
• Identify possible issues to avoid any risk to the firm
• Display a professional approach at all times
• Operate flexibly and as part of a team
• Considerate to individual client's circumstances and requirements

Application process:

Our selection process for the Trust Manager position is transparent. We prioritise keeping all candidates informed at every step, ensuring there is no uncertainty.

We are committed to ensuring our recruitment process is inclusive and accessible to all. If you have a disability or long-term condition and need us to make adjustments to give you the best possible recruitment process, please do let us know by contacting our recruitment team.

Equality and Diversity:

Individual differences are embraced at Wrigleys, and by putting people at the centre of we do, we strive to create an inclusive working environment in which colleagues feel supported and can be themselves.

Job Contact:

To apply please click here: Apply

Alternatively, if you would like further information with regards to this opportunity or any of the other current opportunities available at Wrigleys, you can also contact our recruitment team by phone on 0113 244 6100.