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Coventry

    Trust Finance Manager - Coventry, United Kingdom - Gleeson Recruitment Group

    Gleeson Recruitment Group background
    Description

    A new opportunity has arisen for a Trust Finance Manager to join a forward thinking, specialist Private Client practice. You can expect a progressive culture that promotes work / life balance, growth and professional development. The office is set in a picturesque location just outside of Coventry.

    4 days reduced hours will also be considered.

    Responsibilities will include:

    • Managing annual trust accounts completion and tax return compliance.
    • Attending trustee meetings with long standing clients, developing relationships.
    • Point of contact for trustees, beneficiaries and intermediaries.
    • Payments of beneficiaries, liaising with the investment managers.
    • Preparation of estate accounts and tax returns.

    Requirements:

    • We are looking for a qualified accountant (CTA/ACA/ACCA) with experience in a client facing role, and in a trust/tax environment.
    • Good technical knowledge of Trust / Tax compliance.
    • Proactive, driven, resilient and able to work under your own initiative.
    • A highly organised, diligent person with attention to detail.
    • A confident communicator who can develop relationships across all business functions.

    In return:

    Market leading benefits including:

    • £60,000 - £75,000 salary, negotiable with experience
    • Discretionary bonus
    • Flexible working hours
    • Hybrid Working - 2 days a week in the office
    • 25 days annual leave plus 8 bank holidays
    • Private Medical
    • Life Assurance
    • Lifestyle benefits
    • Fast track career progression

    If you would like to hear more, please call Sophie Evans, Gleeson Recruitment, on , or apply direct.


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