Lead Trust Specialist
12 hours ago
Clark Wood, a leading tax recruitment specialist, is currently partnering with a highly reputable regional firm of chartered accountants to find an experienced and driven Trust Manager for their St Albans office.
About the RoleThis is an exciting opportunity to oversee an interesting and varied portfolio of UK resident and charitable trusts, ensuring key deadlines for annual accounts and tax compliance are met.
- 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 cohesive approach.
Maintaining budgets, chargeability, and raising fee notes. Experience in charitable trusts, probate work, and estate accounts is advantageous but not essential, offering opportunities for growth in these areas. A working knowledge of CCH Trust Accounts and CCH Personal Tax would be beneficial.
The Ideal CandidateWe are seeking a skilled professional with a strong understanding of trust management and compliance. Knowledge of CCH Trust Accounts and CCH Personal Tax is desirable, as is experience in charitable trusts and probate work.
What We OfferThis role offers a competitive salary of approximately £60,000 - £80,000 per annum, depending on experience. The ideal candidate will be rewarded with a challenging and rewarding career path within a dynamic and reputable firm.
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