Trust Manager

2 weeks ago


St Albans, Hertfordshire, 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 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
  • Experience of 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.
  • 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
Monday to Friday 37.5 hour week. Flexi Office hours

Salary:
£55,000 pa to £70,000 pa + excellent benefits

Interested? Please call Anne Marie on or email CV to
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