Trusts Portfolio Manager
1 month ago
About the Role
We are seeking a skilled Trusts Portfolio Manager to join our team at Birketts. This exciting opportunity will involve administering a portfolio of trusts, ensuring compliance with tax regulations, and working closely with our clients to deliver exceptional results.
Key Responsibilities
- Administering a diverse portfolio of trusts, including scheduling and completing tax compliance returns.
- Preparing annual trust accounts using specialist accounting software.
- Conducting general trust administration, including correspondence with trustees and professional advisers.
- Preparing and submitting FATCA and CRS returns as required.
- Quarterly review of trust fund investments and reporting to trustees.
Requirements
- Minimum 2 years' experience in personal tax (including tax compliance) and trust administration.
- Excellent understanding of Inheritance Tax and its applications.
- Strong client-facing skills and ability to work effectively with HMRC and third parties.
- Desirable qualifications include STEP, ATT or ACCA.
Benefits
- Competitive salary: £45,000 - £60,000 per annum.
- 25 days holiday (FTE) plus Bank Holidays rising with service.
- Long Service holiday award – 1 extra week every 10 years continuous service.
- Private Healthcare - BUPA (offered after probation is passed).
- Scottish Widows Pension Scheme (5% employer / 5% Employee).
- Staff Profit Share / Salary sacrifice (Pensions, Staff Profit Share).
- Life Assurance - 4 x salary / Permanent Health Insurance.
- Paid ESG (Environmental, Social and Governance) day.
- Enhanced Maternity/Paternity Leave.
- Season Ticket Loan.
- Gym Flex membership.
- Electric car scheme.
- Dress for your Day Policy.
- Agile Working Policy.
-
Trusts Specialist
1 week ago
Sevenoaks, Kent, United Kingdom JMC Legal Recruitment Full timeA prestigious Top 50 law firm in Kent seeks a skilled Trusts Manager to join their distinguished Private Client Advisory team.The successful candidate will possess extensive experience in trust administration, managing a substantial portfolio of trusts, and a strong proficiency in liaising with accountants. A qualification as either an accountant or...
-
CDM Consultant and Portfolio Manager
5 days ago
Sevenoaks, Kent, United Kingdom Brandon James Ltd Full timeAbout the RoleWe are seeking a highly experienced CDM Consultant and Portfolio Manager to join our team. As a Principal Designer, you will be responsible for leading and managing our established client portfolio, ensuring excellent potential for career growth.Salary and BenefitsThe successful candidate can expect a competitive salary of up to £45,000 -...
-
Commercial Travel Portfolio Manager
1 week ago
Sevenoaks, Kent, United Kingdom C&M Travel Recruitment Full timeJob Title: Commercial Travel Portfolio ManagerWe are looking for a highly motivated Commercial Travel Portfolio Manager to join our team. As a key member of the sales team, you will be responsible for developing and maintaining relationships with suppliers, analyzing market trends, and driving commercial growth.This is an exciting opportunity to work with a...
-
Experienced Trust and Will Specialist
1 week ago
Sevenoaks, Kent, United Kingdom Ashville Knight Full timeAshville Knight is looking for an exceptional Senior Private Client Solicitor or Chartered Legal Executive to join their team in Kent. As a key member of the team, you will be responsible for managing a diverse caseload of private client matters and providing expert advice on various areas of law.You will be expected to possess a strong understanding of...
-
Corporate Tax Portfolio Specialist
1 week ago
Sevenoaks, Kent, United Kingdom Lloyd Recruitment Limited Full timeJoining Lloyd Recruitment Limited as a Senior Accountancy and Compliance Expert presents an exciting opportunity to advance your career in a leading accountancy firm.Job DescriptionThis role involves managing a diverse portfolio of corporate and personal tax clients, ensuring compliance with relevant tax legislation and regulations.Main...
-
Trust Finance Operations Assistant
2 weeks ago
Sevenoaks, Kent, United Kingdom Folkestonegirls Full timeKey ResponsibilitiesRaise purchase orders for schools within the TrustProcess supplier invoices and raise invoices for lettings and the onsite nurseryManage nursery funding and maintain accurate recordsThis role requires excellent IT skills, a proactive approach to problem-solving, and a willingness to learn new skills and adapt to changing circumstances.
-
Tax Compliance Specialist
4 days ago
Sevenoaks, Kent, United Kingdom Michael Page Finance Full timeJob OverviewWe are seeking an experienced tax professional to join our team as a mixed tax senior. In this role, you will be responsible for managing a portfolio of corporate and personal tax clients, ensuring compliance with all relevant tax legislation and regulations.The ideal candidate will have a strong understanding of tax laws and regulations, as well...
-
Fundraising Opportunities Manager
2 weeks ago
Sevenoaks, Kent, United Kingdom Citizens Advice in North and West Kent Full timeAbout the JobCitizens Advice in North and West Kent is seeking a talented Fundraising Manager to join our dynamic team.In this role, you will play a crucial part in securing funds to support our services, which provide essential advice and guidance to individuals and communities in need. Your primary responsibility will be to develop and manage a portfolio...
-
Experienced Wills and Estates Solicitor
5 days ago
Sevenoaks, Kent, United Kingdom G2 Legal Limited Full timeG2 Legal Limited, a highly regarded Legal 500 firm, is seeking an Experienced Wills and Estates Solicitor to join its Sevenoaks office. This is a fantastic opportunity for a skilled solicitor to develop their career and contribute to the success of our team.The successful candidate will have a strong background in private client work, with expertise in...
-
Charity Fundraising Professional
2 weeks ago
Sevenoaks, Kent, United Kingdom Citizens Advice in North and West Kent Full timeAbout the RoleWe are seeking a highly skilled Fundraising Manager to join our team at Citizens Advice in North and West Kent.This exciting opportunity will see you play a key role in helping us achieve our vision by securing vital funding for our services. As part of our friendly and results-driven team, you will be responsible for managing bids and...
-
Product Manager Role
7 days ago
Sevenoaks, Kent, United Kingdom C&M Travel Recruitment Full timeJob OverviewC&M Travel Recruitment is seeking a skilled Product Manager to develop and maintain their travel product portfolio. This includes negotiating contracts with suppliers, researching the market, and analysing trends to ensure commercial viability.Key ResponsibilitiesNegotiate contracts with suppliers worldwideResearch the market to develop...
-
Senior Estate Administration Specialist
4 days ago
Sevenoaks, Kent, United Kingdom G2 Legal Limited Full timeG2 Legal Limited, a top-tier Legal 500 firm, is seeking a Senior Estate Administration Specialist to join its Sevenoaks office. This role offers a unique opportunity for an experienced solicitor to take on a senior role and lead the way in estate administration.The successful candidate will have a strong background in private client work, with expertise in...
-
Financial Services Manager
2 weeks ago
Sevenoaks, Kent, United Kingdom Pro Talent Full timeJob DescriptionWe are seeking an ACCA Senior Accountant to join our team. In this role, you will be responsible for managing a portfolio of clients, preparing proposals, and reviewing VAT returns.
-
Senior Tax Manager Position
4 days ago
Sevenoaks, Kent, United Kingdom Lloyd Recruitment Limited Full timeAbout the Role:We are looking for a senior tax manager to oversee a portfolio of corporate and personal tax clients. The ideal candidate will have experience in mixed tax, including corporate tax returns and personal tax management.
-
Insurance Risk Manager
2 weeks ago
Sevenoaks, Kent, United Kingdom The Granite Group Full timeThe successful candidate will be responsible for managing a portfolio of Fleet and Specialist products in motor claims from start through settlement, covering all Heads of Damage. This includes validating all claims for indemnity and fraud, contacting all potential claimants or representatives in a timely manner, and ensuring accurate quantum assessment of...
-
Kent Office Senior Manager Designate
2 days ago
Sevenoaks, Kent, United Kingdom ProTalent Limited Full timeWe are currently working with a multi-sited accountancy firm in Kent to recruit a talented and ambitious accountant to fill a key role as a Senior Manager / Partner Designate.Firm OverviewThe firm is well-established, ambitious, and growing, offering a great opportunity for professional growth and development.The estimated salary for this position is...
-
Private Client Lawyer
4 days ago
Sevenoaks, Kent, United Kingdom G2 Legal Limited Full timeA leading Legal 500 firm in Kent is seeking an experienced Private Client Lawyer to join its growing team. The role offers a significant opportunity for career development and growth.The ideal candidate will have a strong background in private client work, with expertise in estate administration, Lasting Powers of Attorney, Court of Protection applications...
-
Product Manager
1 week ago
Sevenoaks, Kent, United Kingdom Travel Trade Recruitment Limited Full timeOverviewJob Title:Air Conditioning Product ManagerThe successful candidate will be responsible for managing the product portfolio within the travel industry, focusing on air conditioning products. This role involves negotiating contracts with suppliers, analyzing market trends, and developing new products to meet customer demands.
-
Project Manager
1 week ago
Sevenoaks, Kent, United Kingdom Brandon James Full timeJob Title: Project ManagerAn Engineering Consultancy, Brandon James, is seeking a skilled Project Manager/CDM Principal Lead to lead and manage their established client portfolio. This role offers the opportunity to work on diverse projects, providing excellent potential for career growth.The consultancy values collaboration, encouraging team presence in the...
-
Principal Design Safety Manager
2 weeks ago
Sevenoaks, Kent, United Kingdom Austin Fraser Full timeAustin Fraser, an Engineering Consultancy, seeks a dedicated Principal Designer/CDM Manager to oversee client portfolios and drive technical delivery. As a key member of the team, you will collaborate with CDM Advisors, Architects, and Fire Risk Assessors to ensure successful project outcomes.Key Responsibilities:Lead meetings and manage design safety risk...