Senior Trust Manager

4 weeks ago


london city of london, United Kingdom Sarfraz Group Ltd Full time

Role purpose

Our Client is looking for someone to become a key member of the Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts.


Key responsibilities

  • Responsible for an interesting and varied portfolio of UK resident and charitable trusts, including ensuring key deadlines for annual accounts and tax compliance are met
  • Reviewing work prepared by members of the team, 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, as appropriate, to ensure a joined-up approach
  • Monitoring budgets, own chargeability and raising fee notes
  • Experience of charitable trusts, probate work and estate accounts advantageous but not essential, with an opportunity for development in those areas


Equipment used

  • A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous. The firm uses CCH Practice Management System.


Qualifications/education required

  • CTA and/or STEP qualified or a desire to work toward a STEP qualification


Particular aptitudes / skills required

  • A strong understanding of trusts
  • Good communication, organisational and team skills
  • Flexible and dependable, able to take the initiative
  • Motivated and resilient with a positive outlook
  • Able to quickly build confidence, respect, and trust with others

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