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Trust Manager/Senior Manager
Location: London
Contract: Permanent
Salary: 60,000 - 85,000 per annum (dependent on experience)
Start Date: Flexible
*Hybrid Working*
Contact: (url removed)
Job Description
Service Care Solutions are currently recruiting on behalf of a Top 50 Chartered Accountancy in London for a Trust Manager/Senior Manager to join the team on a permanent basis. The firm are looking for someone to become a key member of our Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts.
Main 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.
Candidate Criteria
- CTA and/or STEP Qualified
- Experience in a similar role, managing a Trusts portfolio in practice
- Experience of charitable trusts, probate work and estate accounts advantageous but not essential
- Working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous
- Great communication skills with the ability to work well on own initiative as well as part of a team.
If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed)
Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.
