Trust Manager
4 weeks ago
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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