Trust Manager in St Albans

1 week ago


St Albans, Hertfordshire, United Kingdom New Staff Employment Full time

Location: St Albans, Hertfordshire, England

£55k - 70k per year + + Benefits

Newstaff Recruitment Agency in St Albans is currently looking for a Trust Manager for our client based in St Albans.

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.

Trust Manager in St Albans Key Responsibilities:
  • 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 changeability and raising fee notes
  • Experience in charitable trusts, probate work and estate accounts advantageous but not essential, with an opportunity for development in those areas.
IT Skills:
  • A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous.
  • The firm uses CCH Practice Management System
Qualifications:
  • Ideally CTA and/or STEP qualified – or a desire to work toward a STEP qualification
  • Alternatively, qualified by experience
Working Knowledge:
  • A strong understanding of trusts
  • Good communication, organisational and team skills
  • Flexible and dependable, able to take the initiative
  • Motivated and resilient with a positive outlook
  • Able to quickly build confidence, respect, and trust with others
Additional Information:
  • Monday to Friday 37.5 hour week. Flexi Office hours

If you are interested in this job in St Albans , don't hesitate, and apply today. A member of the Newstaff Recruitment Agency team in St Albans will contact you shortly. Additionally, if you have any questions or concerns, you can contact Anne Marie on or email your CV to Furthermore, if you're searching for similar jobs in St Albans , check out our website at . Also, don't forget to give us a like on Facebook @newstaffemployment so thatyou can stay up-to-date with all the latest job postings. We add new jobs daily

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