Trust Manager

Trust Manager – St Albans – Top 40 Firm

Are you tired of working in London and looking for a Trust Manager role locally?

Our client is a Top 40 accountancy firm with a fantastic reputation for quality in everything it does. Being a stable and well-structured firm enables them to offer high-quality and excellent service levels as well as a working environment that allows you to grow and develop in a positive fashion. Many members of the team have joined from larger firms, including the Big 4, wanting a more sustainable work life balance whilst maintaining a technically challenging workload.

Trust Manager responsibilities include:

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!

As a Trust Manager, you will:

Be CTA or ACA (or ACCA and STEP) qualified
Previous experience working with trusts either in a law firm or accountancy practice
Previous trust accounting and administration experience
Staff management experience

In return, as a Trust Manager, you will receive: