Senior Trusts and Estates Manager

7 days ago


London, Greater London, United Kingdom CV-Library Full time
About the Role

We are recruiting for a Trust Manager/Senior Manager to join our team on a permanent basis. The successful candidate will be responsible for managing a portfolio of UK resident and charitable trusts, ensuring key deadlines for annual accounts and tax compliance are met.

Key Responsibilities
  1. Manage a diverse portfolio of trusts, ensuring timely completion of annual accounts and tax compliance.
  2. Contribute to the training and development of team members, providing guidance and feedback.
  3. Support the advisory team with complex taxation and inheritance tax matters.
  4. Foster strong relationships with internal teams to ensure seamless service delivery.
  5. Oversee budgeting and chargeability, ensuring accurate fee note preparation.
Desirable Skills and Qualifications
  1. Professional qualifications in accountancy or taxation
  2. Proven track record of managing trust portfolios in a similar role
  3. Experience with charitable trusts, probate, and estate accounting advantageous
  4. Familiarity with CCH Trust Accounts and CCH Personal Tax software beneficial
  5. Strong communication and interpersonal skills, with the ability to work independently and collaboratively.

This is a fantastic opportunity to join a top firm and advance your career in a dynamic and challenging environment. With a salary range of £65,000 - £85,000 per annum, we offer a competitive package that reflects your expertise and contributions. Contact us at Service Care Solutions for more information.



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