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