Manager - Service Management Office

4 weeks 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.
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.
A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous. The firm uses CCH Practice Management System.
• Flexible and dependable, able to take the initiative
• Monday to Friday 37.Flexi Office hours
Please call Anne Marie on (phone number removed) or email CV to (url removed)



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