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Trust Manager

1 month ago

London, UK, United Kingdom Victus Search Full time

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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