Trust Manager

4 weeks ago


St Albans, 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.

  • Trust Manager

    4 days 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...

  • Trust Manager

    4 weeks 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...

  • Trust Manager

    1 month ago


    St Albans, United Kingdom Newstaff Employment Services Ltd Full time

    Newstaff Employment Services are recruiting for a Trust Manager to join a successful company based in St Albans, Herts.The successful candidate will become a key member of the Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts.Key Responsibilities:• Responsible for...

  • Trust Manager

    2 weeks ago


    St Albans, United Kingdom Newstaff Employment Full time

    Newstaff Employment Services are recruiting for a Trust Manager to join a successful company based in St Albans, Herts. The successful candidate will become a key member of the Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts. Key Responsibilities: • Responsible...

  • Trust Manager

    2 weeks ago


    St Albans, United Kingdom Newstaff Employment Full time

    Newstaff Employment Services are recruiting for a Trust Manager to join a successful company based in St Albans, Herts. The successful candidate will become a key member of the Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts. Key Responsibilities: • Responsible...

  • Trust Manager

    1 month ago


    St Albans, United Kingdom Newstaff Employment Services Ltd Full time

    Newstaff Employment Services are recruiting for a Trust Manager to join a successful company based in St Albans, Herts.The successful candidate will become a key member of the Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts.Key Responsibilities:• Responsible for...

  • Trust Manager

    4 weeks ago


    St. Albans, United Kingdom Newstaff Employment Services Ltd Full time

    Newstaff Employment Services are recruiting for a Trust Manager to join a successful company based in St Albans, Herts.The successful candidate will become a key member of the Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts.Key Responsibilities:• Responsible for...

  • Trust Manger

    4 weeks ago


    St Albans, United Kingdom Douglas Scott Legal Recruitment Full time

    A very exciting opportunity has arisen for a Trust Manger to join a Top 40 accountancy firm with an international reach based in St Albans. Reporting directly to Directors and Partners, you will be looking after an interesting portfolio that includes charitable trusts. **What the role includes** - Responsible for an interesting and varied portfolio of UK...

  • Trusts Solicitor

    2 weeks ago


    St Albans, United Kingdom G2 Legal Limited Full time

    A unique opportunity has arisen for a Private Client Solicitor to join a regional legal 500 firm on a part time basis (full time if desired).  You will be dealing with mid to high-net-worth clients and managing trust accounts, inheritance tax, capital gains and managing tax compliance. The firm has a tight knit private client team and requires a...

  • Trusts Solicitor

    2 weeks ago


    St Albans, United Kingdom G2 Legal Limited Full time

    A unique opportunity has arisen for a Private Client Solicitor to join a regional legal 500 firm on a part time basis (full time if desired).  You will be dealing with mid to high-net-worth clients and managing trust accounts, inheritance tax, capital gains and managing tax compliance. The firm has a tight knit private client team and requires a...

  • Trusts Solicitor

    2 weeks ago


    St Albans, United Kingdom G2 Legal Limited Full time

    A unique opportunity has arisen for a Private Client Solicitor to join a regional legal 500 firm on a part time basis (full time if desired).  You will be dealing with mid to high-net-worth clients and managing trust accounts, inheritance tax, capital gains and managing tax compliance. The firm has a tight knit private client team and requires a...

  • Trusts Solicitor

    1 week ago


    St Albans, Hertfordshire, United Kingdom G2 Legal Limited Full time

    A unique opportunity has arisen for a Private Client Solicitor to join a regional legal 500 firm on a part time basis (full time if desired). You will be dealing with mid to high-net-worth clients and managing trust accounts, inheritance tax, capital gains and managing tax compliance. The firm has a tight knit private client team and requires a specialised...


  • St Albans, United Kingdom West Hertfordshire Teaching Hospitals NHS Trust Full time

    Applications are invited from suitably qualified surgeons who wish to obtain advanced training in Hip and Knee arthroplasty, including revision surgery, and soft tissue knee. The post would be ideally suited to an individual who has completed basic orthopaedic training, passed the FRCS(T&O) or equivalent and is close to or is in receipt of CCT and wishes to...

  • Trust Manager

    6 days ago


    St Albans, United Kingdom Newstaff Employment Services Ltd Full time

    Newstaff Employment Services are recruiting for a Trust Manager to join a successful company based in St Albans, Herts.The successful candidate will become a key member of the Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts.Key Responsibilities: Responsible for an...

  • Trust Tax Manager

    1 month ago


    St. Albans, United Kingdom Butler Rose Full time

    Trust Tax Manager - Top 40 firm St Albans, Hertfordshire £55,000 to £70,000 Butler Rose Public Practice and delighted to be partnering with our client, a well-known and established Top 40 accounting firm, that are keen to appoint a skilled, experienced, and ambitious Trust Tax Manager into this key role within the Trust team and towork closely with...

  • Trusts Solicitor

    4 days ago


    St Albans, Hertfordshire, United Kingdom G2 Legal Limited Full time

    A unique opportunity has arisen for a Private Client Solicitor to join a regional legal 500 firm on a part timebasis (full time if desired).You will be dealing with mid to high-net-worth clients and managing trust accounts, inheritance tax, capital gains and managing tax compliance. The firm has a tight knit private client team and requires a specialised...

  • Trusts Solicitor

    2 weeks ago


    St Albans, Hertfordshire, United Kingdom G2 Legal Limited Full time

    A unique opportunity has arisen for a Private Client Solicitor to join a regional legal 500 firm on a part timebasis (full time if desired).You will be dealing with mid to high-net-worth clients and managing trust accounts, inheritance tax, capital gains and managing tax compliance. The firm has a tight knit private client team and requires a specialised...


  • St. Albans, United Kingdom G2 Legal Limited Full time

    This well regarded Hertfordshire based firm are hiring into their successful and award winning private client team. The team is split into three main groups, with their solicitors and fee earners specialising in different facets of private client matters.LPA's and COP, Wealth Management, and Trusts and Probate.The ideal solicitor for this position will have...

  • Trust Manager

    2 weeks ago


    St Albans, Hertfordshire, United Kingdom Newstaff Employment Services Ltd Full time €55,000 - €70,000

    Newstaff Employment Services are recruiting for a Trust Manager to join a successful company based in St Albans, Herts. The successful candidate will become a key member of the Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts. Key Responsibilities: Responsible...

  • Trust Manager

    2 months ago


    St Albans, Hertfordshire, United Kingdom Newstaff Employment Services Ltd Full time

    Newstaff Employment Services are recruiting for a Trust Manager to join a successful company based in St Albans, Herts. The successful candidate will become a key member of the Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts. Key Responsibilities: Responsible...