Charitable Trusts Specialist
2 days ago
Responsibilities:
• Managing a portfolio of trusts, including UK resident and charitable trusts
• Reviewing work prepared by team members, providing 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 to ensure a joined-up approach
Requirements:
• CTA and/or STEP qualified
• Experience in a similar role, managing a trusts portfolio in practice
• Working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous
Salary and Benefits:
This role offers a salary of around £80,000 per annum, which reflects the level of responsibility and expertise required for the position. You can also expect to receive a comprehensive package of benefits, including a pension scheme, life assurance, and a generous holiday allowance.
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