Trust Manager

Job Description 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. Duties;Preparing annual trust and estate accountsCompleting and submitting annual tax returns using CCH softwareCompleting Inheritance Tax returns and preparing associated calculationsGeneral administration of trusts and estatesLiaising with clients and providing advisory servicesLiaising 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. IPS Finance has 45 years experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.JBRP1_UKTJ

Created: 2026-03-07