Address
Form of work
SalaryWe are seeking a talented and enthusiastic Trust Manager to join the Accountancy Practice in St Albans. The successful candidate will be responsible for managing a diverse portfolio of Trusts and Estates, providing excellent client service and contributing to the overall success of our Private Client team.
Client Details
Our client is a well-established Accountancy Practice and is a top 20 UK firm for both private client tax work and financial planning. The firm offers a diverse range of services, including accounting, audit, tax, financial planning and legal services. They are known for their excellent client service and commitment to providing a supportive and inclusive work environment.
Description
Job Description - Trust Manager
- 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
- Contribute to the development and delivery of training for junior staff.
- Participate in business development activities to grow the client base
Profile
A successful Trust Manager should have:
- CTA and/or STEP qualification - or a desire to work toward a STEP
- Experience of charitable trusts, probate work and estate accounts advantageous but not essential, with an opportunity for development in those areas
- Excellent client service skills.
- Strong knowledge of relevant laws and regulations.
- Excellent communication and interpersonal skills.
- Strong organisational and time-management skills.
Job Offer
Whats on Offer?
- An attractive salary in the range of £59,000 to £72,00 per annum.
- Generous holiday leave.
- A supportive and inclusive work environment.
- Opportunities for professional development and advancement.
- Excellent benefits package.
- We encourage all suitable Trust Managers in the Professional Services industry to apply and look forward to welcoming the successful candidate to our St Albans office.
