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: