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St Albans

    Trust Manager - St Albans, United Kingdom - Newstaff Employment Services Ltd

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    Legal
    Description
    Newstaff Employment Services are recruiting for a Trust Manager to join a successful company based in St Albans, Herts.

    The successful candidate will become a key member of the Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts.


    Key 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
    • Experience of charitable trusts, probate work and estate accounts advantageous but not essential, with an opportunity for development in those areas.

    IT SKills:

    • A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous. The firm uses CCH Practice Management System.
    • Ideally CTA and/or STEP qualified – or a desire to work toward a STEP qualification
    • Alternatively, qualified by experience

    Working Knowledge:

    • A strong understanding of trusts
    • Good communication, organisational and team skills
    • Flexible and dependable, able to take the initiative
    • Motivated and resilient with a positive outlook
    • Able to quickly build confidence, respect, and trust with others
    Monday to Friday 37.5 hour week. Flexi Office hours

    Salary:
    £55,000 pa to £70,000 pa + excellent benefits
    Interested? Please call Anne Marie on (phone number removed) or email CV to (url removed)

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