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Trust Manager
2 months ago
Purpose of Role
As a Trust Manager you will be part of the delivery team to ensure that the annual tax compliance work is completed and to start to identify planning opportunities and work in a team delivering for a wide ranging portfolio of clients.
Job Responsibilities:
- Delivering high quality service to clients & attendance at client meetings
- Responsible for a portfolio of trust clients & preparing reports for clients.
- Reviewing of Trust accounts, Trust returns, inheritance tax returns.
- Advising Trusts on distributions and Tax regimes and managing the client relationship
- Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations.
- Ensuring Evelyn Partners procedures on annual tax cycle are complied with collating and maintaining client information
- Provide support to your colleagues on chargeable and non-chargeable work when required
- Provide link in chain to supervise staff members below and support Directors above.
Qualifications
Education and Qualifications:
- ACA/ CTA /STEP or equivalent qualification.
Experience and Skills:
- Experience gained within a professional services firm.
- Experience of working in a Trusts focused team.
- Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
- Must be able to plan workload to prioritise work to meet conflicting deadlines and cope with pressure.
- Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner.
- Must have good inter-personal skills to be able to liaise with clients and other staff members.
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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