Are you looking for a new challenge? Broaden your horizons working for this leading, independent private bank. Established in the 1600s, this organisation is still family owned creating an unrivalled supportive and friendly environment in which to work. This private bank prides itself on its commitment to personal service and the virtues of quality, integrity and reliability. Owing to succession planning, an opportunity has arisen for you to celebrate in its continued success and become part of its thriving Professional Services department. Working alongside tax and financial planning professionals, you will report to the Head of Trustees and sit within a current team of 4 individuals. Do not miss this exciting opportunity for you to build a long-term career as part of a well-respected organisation.

The trust & estate manager job

Your role will be varied and see you taking responsibility for the following duties:

• The creation of settlements in accordance with the terms of the trust deed and the law
• Liaising with the HMRC solicitors and other agents as required
• The administration of settlements, including tax returns and when appropriate distribution of trust assets to the beneficiaries, dealing with CGT and IHT and tax certificates as required but excluding investment reviews
• The administration of charitable trusts including the payment of grants, the preparation and audit of annual accounts and submission of annual returns to the charity commissioners
• The administration of deceased's estates as executors or administrators of wills, codicils or on intestacy
  
• Dealing with the collection of and distribution of the assets, all taxation aspects.  Ensuring that all debts, taxation and legacies are properly discharged and residue is distributed
• Preparing accounts, tax certificates and revenue returns
• Writing wills and codicils for customers, staff and pensioners (not a pre-requisite)
• Overseeing half-yearly and ad hoc investment reviews of the portfolios as provided by investment advisers and dealing as required
• Assist with staff training as appropriate with specific responsibility for staff who report directly; conduct individual staff appraisals as agreed including setting goals, targets and identification of training needs
• Ensuring an efficient and error free service to both external and internal customers, keep errors, complaints file, reporting as and when appropriate

About you

Ideally you will be STEP qualified or equivalent and possess a significant amount of experience within trusts and estates. Customer service is of paramount importance and an aspect that sets this private bank apart from others so it is crucial that the successful individual has a proven track record of excellence within this area. You will have extensive knowledge of legislation and tax regulation affecting trusts and estates. In addition, you will be hard-working and tenacious with strong communication skills. Your expertise will be rewarded with a highly competitive remuneration package as well as good prospects for progression and the chance to work in an environment where your skills will be valued.

Next step

For more information on this Trust & Estate Manager job and other similar opportunities, please contact our specialist, Sarah Jackson.