Trust Manager/Senior Manager
Location: London
Contract: Permanent
Salary: £60,000 - £85,000 per annum (dependent on experience)
Start Date: Flexible
- Hybrid Working*
Contact:
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 or email
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.