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Trust Manager
1 month ago
Our client, an independent accountancy firm, ranking among the top 40 firms in the UK for Audit, Corporate Tax, and Advisory services. With 24 partners and a team of 240 professionals spread across four UK locations, they specialise in delivering personalised, expert solutions in audit, tax, and financial planning globally.
They are currently seeking a dedicated individual to join their Trust team as a pivotal member, reporting directly to Directors and Partners. This role involves overseeing a diverse portfolio that includes charitable trusts
Location: London or St Albans
Key Responsibilities:
- Managing a diverse portfolio of UK resident and charitable trusts, ensuring compliance with annual accounts and tax deadlines.
- Reviewing and providing guidance on team members’ work, fostering their professional development through training and mentoring.
- Providing expert advice on advisory matters, particularly in Inheritance Tax, and handling ad-hoc client needs.
- Collaborating closely with tax, accounts, and financial planning teams to deliver integrated client solutions.
- Monitoring budgets, personal chargeability, and ensuring prompt issuance of fee notes.
- Opportunities for growth exist in areas such as charitable trusts, probate work, and estate accounts.
Qualifications/Education:
- Preferred qualifications include CTA and/or STEP qualification, or a strong commitment to pursuing a STEP qualification.
Specific Skills/Attributes:
- Demonstrated expertise in trusts and related taxation.
- Strong communication, organisational, and collaborative skills.
- Proactive and adaptable, with a keen ability to take initiative.
- Motivated, resilient, and possessing a positive, proactive mindset.
- Ability to quickly build trust, respect, and rapport with colleagues and clients alike.
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