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Form of work
SalaryYour new company
A Top 50 firm are searching for their new Trusts Manager to join the firm and to take over the client base, which ranges from partnerships, sole traders, owner-managed businesses etc. With offices in London and 3 other locations outside the area too, their team is growing.
Your new role
- 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.
- Liaising with tax, accounts, and financial planning teams to ensure a joined-up approach.
- Monitoring budgets, own charge, ability and raising fee notes.
- Experience of charitable trusts, probate work and estate accounts is advantageous but not essential, with an opportunity for development in those areas.
What you'll need to succeed
- CCH knowledge.
- CTA and/or STEP qualified - or a wish to work towards a STEP qualification.
- Strong understanding of trusts.
- Good communication and organisational skills.
What you'll get in return
Flexible working.
Access to private healthcare.
Discounted gym membership.
Membership in the pension and life assurance plans.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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