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A new opportunity has arisen for a Trust Finance Manager to join a forward thinking, specialist Private Client practice. You can expect a progressive culture that promotes work / life balance, growth and professional development. The office is set in a picturesque location just outside of Coventry.
Responsibilities will include:
- Managing annual trust accounts completion and tax return compliance.
- Attending trustee meetings with long standing clients, developing relationships.
- Point of contact for trustees, beneficiaries and intermediaries.
- Payments of beneficiaries, liaising with the investment managers.
- Preparation of estate accounts and tax returns.
Requirements:
- We are looking for a qualified accountant (CTA/ACA/ACCA) with experience in a client facing role, and in a trust/tax environment.
- Good technical knowledge of Trust / Tax compliance.
- Proactive, driven, resilient and able to work under your own initiative.
- A highly organised, diligent person with attention to detail.
- A confident communicator who can develop relationships across all business functions.
In return:
Market leading benefits including:
- £60,000 - £75,000 salary, negotiable with experience
- Discretionary bonus
- Flexible working hours
- Hybrid Working - 2 days a week in the office
- 25 days annual leave plus 8 bank holidays
- Private Medical
- Life Assurance
- Lifestyle benefits
- Fast track career progression
If you would like to hear more, please call Sophie Evans, Gleeson Recruitment, on , or apply direct.
At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
