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Trust Management Supervisor

3 months ago

St Albans, Hertfordshire, United Kingdom Newstaff Employment Services Ltd Full time £55,000 - £70,000
Position Overview:
Newstaff Employment Services Ltd is seeking a Trust Management Supervisor to oversee a diverse portfolio of charitable and UK resident trusts. This role is pivotal in ensuring compliance with key deadlines related to annual accounts and tax obligations.

Key Responsibilities:
  • Conducting thorough reviews of work produced by team members, while providing guidance and mentorship.
  • Supporting advisory initiatives and addressing ad-hoc inquiries, particularly in high-level taxation and Inheritance Tax matters.
  • Collaborating with tax, accounting, and financial planning departments to maintain a cohesive operational strategy.
  • Tracking budgets, managing personal chargeability, and preparing fee notes.
  • Familiarity with charitable trusts, probate processes, and estate accounts is beneficial, with opportunities for professional growth in these areas.

Preferred Skills:
A working knowledge of CCH Trust Accounts and CCH Personal Tax is advantageous. The organization utilizes the CCH Practice Management System.

Personal Attributes:
  • Demonstrates flexibility and reliability, with a proactive approach to tasks.
  • Ability to work within a Monday to Friday schedule with flexible office hours.