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Trust Manager
7 days ago
The firm is seeking a skilled Trust and Tax Manager to work with the private clients alongside partners in the Tax, Trusts, & Succession group. This role offers career growth within a recognised expert team, focusing on trust/estate administration and tax advice.
You’ll provide a dedicated, personal service to clients, fostering lasting relationships.
Responsibilities:
Manage caseloads and client relationshipsAddress tax and succession planning issuesHandle trust accounts, tax returns, and liaise with HMRCCalculate trustees’ tax liabilitiesPrepare for and attend trustees’ meetingsManage payments and distributions from trustsOversee investment reviews and portfolio performanceInterpret trust deeds and documentationUpdate managers and partners on progress and assist with billingSupervise junior team members and manage workloads efficientlyEnsure compliance with regulatory obligations
Requirements:
STEP qualification (preferred but not essential)Strong understanding of trust accounts and taxationExperience with computerised accounts and Trust and Tax softwareProven team-working skills and ability to mentor junior staff
You will be required to attend the Cheltenham office at least 3 times a week. Part-time employment could be considered for the right professional.
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