Trust Manager

2 weeks ago


South East England, United Kingdom Pro Talent Full time

ProTalent are currently working with a well-established and hugely respected accountancy practice to recruit a Trust Manager for their team in the South East.

**The firm**:

- Well established accountancy practice offering the full range of accountancy and business advisory services
- Diverse and loyal client base
- Great working environment - people centred
- Equal opportunities employer

**The role**:

- To assist the Partner and Senior Manager in managing the trust department which looks after a large number of trusts, deceased estates and high net worth families.
- As Trust Manager you will provide high level taxation and general advice regarding trust formation, reorganisations involving breaking trusts and general IHT planning. The team currently provides a service for approximately 300+ Trusts; probates; estates;small private charities; individual clients and their families and family office type administrative services.
- With a huge variety of clients, the successful applicant will build exposure and gain valuable technical experience

**The applicant**:

- Experience as a trust manager within a trust team, or mixed trust and tax manager
- Experience of managing a dedicated team of professional staff
- STEP membership or willing to study for the qualification
- Experience of managing high net worth family groups and offshore trusts
- Probate and estate experience (not essential, as training will be given)
- Accountancy or tax qualification

**Benefits**:

- Company events
- Generous annual leave
- Retail discounts
- Wellbeing programs
- Company pension
- Flexitime
- Recognition & development
- Sick pay

**Schedule**:
Monday to Friday

, Permanent

**Salary**: £40- £60k per year



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