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Trust Manager

4 months ago


St Albans Hertfordshire, United Kingdom Michael Page Full time

We are seeking a talented and enthusiastic Trust Manager to join the Accountancy Practice in St Albans. The successful candidate will be responsible for managing a diverse portfolio of Trusts and Estates, providing excellent client service and contributing to the overall success of our Private Client team.

Client Details

Our client is a well-established Accountancy Practice and is a top 20 UK firm for both private client tax work and financial planning. The firm offers a diverse range of services, including accounting, audit, tax, financial planning and legal services. They are known for their excellent client service and commitment to providing a supportive and inclusive work environment.

Description

Job Description - Trust Manager

  • Responsible for an interesting and varied portfolio of UK resident and charitable trusts, including ensuring key deadlines for annual accounts and tax compliance are met
  • Reviewing work prepared by members of the team, input into their training and mentoring
  • Assisting with advisory work and ad-hoc matters, including high level taxation and general advice regarding Inheritance Tax
  • Liaising with tax, accounts and financial planning teams, as appropriate, to ensure a joined-up approach
  • Monitoring budgets, own chargeability and raising fee notes
  • Contribute to the development and delivery of training for junior staff.
  • Participate in business development activities to grow the client base

Profile

A successful Trust Manager should have:

  • CTA and/or STEP qualification - or a desire to work toward a STEP
  • Experience of charitable trusts, probate work and estate accounts advantageous but not essential, with an opportunity for development in those areas
  • Excellent client service skills.
  • Strong knowledge of relevant laws and regulations.
  • Excellent communication and interpersonal skills.
  • Strong organisational and time-management skills.

Job Offer

Whats on Offer?

  • An attractive salary in the range of £59,000 to £72,00 per annum.
  • Generous holiday leave.
  • A supportive and inclusive work environment.
  • Opportunities for professional development and advancement.
  • Excellent benefits package.
  • We encourage all suitable Trust Managers in the Professional Services industry to apply and look forward to welcoming the successful candidate to our St Albans office.
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