Senior Manager Account Professional
1 month ago
About the Role:
Service Care Solutions is currently recruiting on behalf of a Top 50 Chartered Accountancy firm in London for a Trust Manager/Senior Manager to join the team on a permanent basis.
Main Responsibilities:
- Manage a diverse portfolio of UK resident and charitable trusts, ensuring timely completion of annual accounts and tax compliance.
- Review and provide input on work prepared by team members, contributing to their training and mentoring.
- Assist with advisory work and ad-hoc matters, including high-level taxation and general advice on Inheritance Tax.
- Liaise with tax, accounts, and financial planning teams to ensure a cohesive approach.
- Monitor budgets, own chargeability, and raise fee notes.
- CTA and/or STEP Qualification
- Experience in a similar role, managing a Trusts portfolio in practice
- Experience with charitable trusts, probate work, and estate accounts advantageous but not essential
- Working knowledge of CCH Trust Accounts and CCH Personal Tax beneficial
- Excellent communication skills and ability to work independently and as part of a team.
This is an excellent opportunity to join a reputable firm and contribute to the success of their Trusts team.
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