Trust Manager - Top 40 Accountancy Firm
London (Hybrid) - £62,000 - £78,000 + Excellent Benefits Package
Join this esteemed Trust Team as a Trust Manager, reporting directly to Directors and Partners. You'll oversee a captivating portfolio of UK resident and charitable trusts, making meaningful impacts every day.
Key Responsibilities:
- Manage a vibrant portfolio, ensuring seamless adherence to crucial deadlines for accounts and tax compliance.
- Elevate team performance by reviewing work and providing invaluable guidance.
- Tackle diverse advisory tasks, offering expert insights on taxation and Inheritance Tax concerns.
- Foster collaboration with tax, accounts, and financial planning teams for a harmonious approach.
- Navigate budgets adeptly, monitoring chargeability, and generating fee notes transparently.
- Embrace opportunities for skill development in charitable trusts, enriching your expertise.
About you:
- Be able to utilise CCH Trust Accounts and CCH Personal Tax software, integrated within their CCH Practice Management System.
- Hold CTA and/or STEP qualifications or exhibit a strong desire to pursue a STEP qualification.
- Command attention with exceptional communication, organisational, and teamwork skills.
- Embrace challenges with adaptability and reliability, seizing opportunities to innovate.
- Energise the team with self-motivation and resilience, embodying a relentless pursuit of excellence.
- Quickly establish rapport and trust with colleagues and clients, forging lasting connections.
What's in it for you?
- Great benefits including flexible working, generous annual leave, life assurance, private healthcare and much more
- Join a top 40 accountancy firm with a rich history and a growing international presence.
- Enjoy a friendly and approachable work environment, where we take the time to understand our clients as people.
If you're ready to contribute your expertise to a dynamic team and grow in your role as a Trust Manager at this dynamic firm, then please Apply Now!