Junior Manager
4 weeks ago
The successful candidate will be responsible for managing a diverse portfolio of Trusts and Estates, providing excellent client service and contributing to the overall success of our Private Client team.
Our client is a well-established Accountancy Practice and is a top 20 UK firm for both private client tax work and financial planning. The firm offers a diverse range of services, including accounting, audit, tax, financial planning and legal services. 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
Contribute to the development and delivery of training for junior staff.
Experience of charitable trusts, probate work and estate accounts advantageous but not essential, with an opportunity for development in those areas
Strong organisational and time-management skills.
An attractive salary in the range of £59,000 to £72,00 per annum.
Generous holiday leave.
Opportunities for professional development and advancement.
Excellent benefits package.
We encourage all suitable Trust Managers in the Professional Services industry to apply and look forward to welcoming the successful candidate to our St Albans office.
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