Back to search
This role can be based in Cambridge or Norwich and you must have a Legal Firm or Accountancy Firm experience to be considered for this role. You will also need to have an ATT or Accountancy Qualification to be considered for this role with relevant experience.
Trust Manager / Senior Jon Spec:
Our client based in Cambridge or Norwich are looking for a Trust Manager to assist the management of trusts across our Private Client National Service Line.
You will advise a range of clients specialising in trust advice and administration, and including:
- tax planning advice regarding all aspects of trusts
- inheritance tax calculations
- management and administration of complex trusts to include maintenance and preparation of all related accounting records and HMRC returns
- FATCA/CRS/Trust Register reporting
In addition, you will support and assist the Senior Trust Managers to supervise a team of trust administrators.
The Trust team provide trust administration support to the wider private client team whose work involves will drafting, estate planning, complex tax planning, trusts and estate administration, preparation of lasting powers of attorney, charity advice and administration on behalf of a range of private clients, trustees and charities. We act for wealthy families and individuals, business people and landowners.
Experience needed:
You will be an experienced Trust Accountant or Manager with previous experience within a comparable role in a law or accountancy firm, and will have experience of supervising others.
Skills needed:
Essential
- Good academics
- Good numeracy and IT skills
- Solid previous experience of preparing sets of trust accounts
- STEP, CIOT or ATT qualification
- Excellent written, clear and concise English
- Excellent organisational skills and attention to detail
- Ability to work productively under pressure and meet deadlines
- Excellent interpersonal and team working skills
Desirable
- Accounting qualification
- Knowledge CCH software package
