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Trust Senior/Assistant Manager

Trust Senior/Assistant Manager – St Albans – Top 40 Firm

Are you a Trust Senior or Assistant Manager seeking a role in a reputable Top 40 firm 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 Senior/Assistant Manager responsibilities include:

  • Preparation of annual trust accounts 
  • Preparation of self-assessment tax returns for family trusts 
  • Day to day trust record keeping and assisting with trust administration
  • Calculation of tax liabilities and advising on payment of tax due under self-assessment
  • Correspondence with clients, beneficiaries and HMRC
  • Assisting managers with routine trust planning, such as utilisation of losses and distributions to beneficiaries 
  • Responsible for the annual compliance work on his or her own portfolio of clients and willing to assist with the training and mentoring of Apprentices
  • Experience of charitable trusts would be advantageous 

As a Trust Senior/Assistant Manager, you will:

  • Be CTA or ACA (or ACCA and STEP) studier or qualified
  • Previous experience in trust accounting and administration
  • Some experience of charitable trusts, probate work, estate accounts and personal tax would be advantageous but not essential

In return, as a Trust Senior/Assistant Manager, you will receive:

  • paid overtime
  • 25 days holiday
  • hybrid working (50% working from home)
  • dress for your diary/day

If you are looking for Trust Senior/Assistant Manager jobs in the St Albans, please contact Austin Rose, the public practice recruitment specialists.

Reference

ARJ16421

Sector

Taxation, Trusts

Salary

£38,000 to £54,000 Per Annum

Town/City

St Albans

Contract

Permanent

Closing Date

22/08/2024

Karen Hedger
020 3225 5060

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