Trust Manager

Trust Manager / Senior Manager
Top 50 Firm, Hertfordshire Area
Up to £85,000!!

I am looking for someone to become a key member of my client's Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts. For anyone in my network that is a Manager looking for the next leap in their career, or an experienced Manager that didn't get the promotion they were expecting - this could be the perfect fit for you!

Key Responsibilities:

• 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
• Experience of charitable trusts, probate work and estate accounts advantageous but not essential, with an opportunity for development in those areas!

Skills Required:

• A strong understanding of trusts
• Good communication, organisational and team skills
• Flexible and dependable, able to take the initiative
• Motivated and resilient with a positive outlook
• Able to quickly build confidence, respect, and trust with others

Software Used:

• A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous. The firm uses CCH Practice Management System.

Qualifications / Education:

• CTA and/or STEP qualified - or a desire to work toward a STEP qualification