Senior Trust Manager

1 month ago


South East England, United Kingdom Sarfraz Group Ltd Full time

Role purpose

Our Client is looking for someone to 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

Equipment used

  • A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous. The firm uses CCH Practice Management System.

Qualifications/education required

  • CTA and/or STEP qualified or a desire to work toward a STEP qualification

Particular aptitudes / skills required

  • 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

JBRP1_UKTJ



  • South East London, United Kingdom Royal Shakespeare Company Full time

    Do you have a demonstrable track record in securing and managing six-figure grants from trusts, foundations and statutory funders? Can you write compelling applications? Are you target driven and able to meet and exceed fundraising targets? Do you have experience of internal and external stakeholder management to navigate projects from concept to proposal...


  • England, United Kingdom Howells Consulting Ltd Full time €65,000 - €75,000

    We are working closely with a high quality Private Client team, that advises an impressive HNW UK and international client base from offices in London and Tunbridge Wells. They are busy, growing and keen to appoint an additional Trusts & Tax adviser at Senior Manager level (c.£65k-£75k dependent on experience). The role can potentially be based in either...


  • East Midlands, United Kingdom East Midlands Education Trust Full time

    East Midlands Education Trust Senior RoleWe are excited to offer an exceptional opportunity for a talented and experienced senior leader to join our team as an East Midlands Education Trust Senior Role. This is a pivotal position that requires a highly skilled and motivated individual who can make a significant impact on improving standards and providing...


  • South East England, United Kingdom St Christophers Full time €50,744

    Senior Philanthropy Manager When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. Senior Philanthropy Manager Location: Mostly Sydenham, occasionally Orpington(Hybrid/Flexible options available) Hours: 36 hours per week Salary:...


  • North East, United Kingdom Gateshead Health NHS Foundation Trust Full time

    Gateshead Health NHS Foundation Trust is seeking a highly skilled Senior Financial Manager to join its finance team. This role offers a unique opportunity to work in a fast-paced and innovative environment, providing financial management services to the Trust.Key Responsibilities:Provide high-quality financial management services, deputising for the Head of...


  • South West England, United Kingdom Trust In Soda Full time

    About Our Team: At Trust In Soda, we are passionate about innovation and excellence. We are a dynamic and collaborative team that thrives on creativity and out-of-the-box thinking.">Your Opportunity: As a Business Development Manager, you will have the opportunity to join a fast-growing start-up and contribute to its success. You will be working closely with...


  • East London, South East, United Kingdom Diabetes UK Full time

    SummaryIs your CV ready If so, and you are confident this is the role for you, make sure to apply asap.This role sits in the Philanthropy and Partnerships Team and will be pivotal to the growth of high-value income. It is responsible for helping sustain and grow our Trust and Statutory income, and for supporting strategic high-value fundraising across the...


  • South East England, United Kingdom Royall Appointments Full time

    Senior Production Manager A Leading Global Creative Agency seeks a visionary Senior Production Manager to lead our dynamic team and deliver exceptional live events and experiences. Key Responsibilities: Strategic Leadership: Oversee and guide production teams, ensuring projects are delivered on time, within budget, and to the highest standards of...


  • East Liverpool, Ohio, United Kingdom Liverpool University Hospitals NHS Foundation Trust Full time

    We are seeking a highly skilled Senior Financial Manager to join our team at Liverpool University Hospitals NHS Foundation Trust. As a key member of the core EPR Project Team, you will be responsible for all financial aspects of the Trust Electronic Patient Record implementation project.Job ResponsibilitiesTo provide specialist financial support and advice...

  • Trust & Tax Manager

    7 days ago


    East Sussex, United Kingdom Henderson Scott UK Full time

    Are you an experienced Trust & Tax Manager who is looking for a new challenge ? Are you looking to work for a flexible employer ? ( This role could be part time for the right individual ) Do you enjoy working with High Net Worth individuals ? Henderson Scott are working with a Sussex based firm who are looking for an experienced Trust & Tax Manager to work...

  • Trust & Tax Manager

    1 week ago


    East Sussex, United Kingdom Henderson Scott UK Full time

    Are you an experienced Trust & Tax Manager who is looking for a new challenge ? Are you looking to work for a flexible employer ? ( This role could be part time for the right individual ) Do you enjoy working with High Net Worth individuals ? Henderson Scott are working with a Sussex based firm who are looking for an experienced Trust & Tax Manager to work...

  • Trust Manager

    2 months ago


    Bristol, South West, United Kingdom Womble Bond Dickinson Full time

    We have a brand new opportunity to join our esteemed Private Wealth team, working as part of our Tax/Trust & Accounting team as a Trust Manager.Check out the role overview below If you are confident you have got the right skills and experience, apply today.This role falls under our hybrid working policy. Most full-time employees typically spend around 3 days...


  • South East England, United Kingdom The Forward Trust Full time €43,742 - €50,056

    Band 7 Clinical Nurse Manager Location : Sutton, Surrey Are you looking for a challenging, creative, rewarding and fast paced work environment? If yes then Prison Nursing is for you! For more than 30 years, Forward have been working with people building positive and productive lives, whatever their past. Our services have supported thousands of people...


  • South East England, United Kingdom Sellick Partnership Limited - Public Sector Full time

    About the RoleWe are seeking a skilled Senior Contract Manager to join our legal services team on an ongoing, part-time basis.This is an excellent opportunity to work with a friendly and supportive team in the public sector.The ideal candidate will have experience in managing contracts and procurement matters, including IT contracts, leisure contracts,...

  • Fundraising Manager

    2 weeks ago


    South East, United Kingdom The Challenging Behaviour Foundation Full time

    Fundraising ManagerAre you a seasoned fundraiser looking for your next challenge? Do you thrive on building relationships and telling compelling stories? We have an exciting opportunity for an experienced fundraiser to join the charity’s Senior Management Team.Join a small and friendly mission driven team as a Fundraising Manager and be part of the vision...


  • England, United Kingdom NHS Professionals Full time €26,000

    About The Role Are you self-motivated and ready to be part of something exciting? Are you a good communicator and strong at building key relationships with stakeholders? If so, we have an opportunity that will offer you a rewarding career to work for a company where you can feel proud of your achievements daily and be a valued part of a culture truly...

  • Trust & Tax Manager

    1 week ago


    East Sussex, UK, South East England, United Kingdom Henderson Scott UK Part time

    Are you an experienced Trust & Tax Manager who is looking for a new challenge ? Are you looking to work for a flexible employer ? ( This role could be part time for the right individual ) Do you enjoy working with High Net Worth individuals ? Henderson Scott are working with a Sussex based firm who are looking for an experienced Trust & Tax Manager to work...


  • East Liverpool, Ohio, United Kingdom Wirral Community Health and Care NHS Foundation Trust Full time

    Senior HR Advisor (Band 5) Role at Wirral Community Health and Care NHS Foundation TrustWe are seeking a skilled and experienced Senior HR Advisor to join our busy HR department on a part-time basis. As an integral member of our team, you will support the positive management of employee relations and change management issues within a fast-paced...


  • England, United Kingdom First Clinical Ltd Full time €70

    Hourly rate: £70.Our Client, based in the East of England is seeking to recruit an interim Divisional Director of Operations – Emergency, for an initial period of 6 months. As part of the senior team supporting the office of the Deputy COO & Chief Operating Officers’ office, you will work as part of a triumvirate model alongside the Divisional...


  • South East England, United Kingdom Clarus Education Ltd Full time

    Key Stage 1 or 2 Teacher Academy Trust Ofsted rated Good School - Bexley Role: Key Stage 1 or 2 Teacher Type: Full time Salary: Qualified Teachers Scale (MPS / UPS Outer London) Start date: January 2025 or earlier Location: Bexley Qualifications: UK QTS and experience of working in British School The Trust: The Trust currently comprises eight...