Trust Manager - St. Albans, United Kingdom - Newstaff Employment Services Ltd
Description
Newstaff Employment Services are recruiting for a Trust Manager to join a successful company based in St Albans, Herts.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 adhoc matters, including high level taxation and general advice regarding Inheritance Tax
- Liaising with tax, accounts and financial planning teams, as appropriate, to ensure a joinedup 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
Flexi Office hours
Salary:
£55,000 pa to £70,000 pa + excellent benefits
More jobs from Newstaff Employment Services Ltd
-
Warehouse Operative in Hemel Hempstead
Hemel Hempstead, United Kingdom - 1 week ago
-
Vehicle Service Advisor
Kings Langley, United Kingdom - 2 weeks ago
-
Learning Support Assistant
Heath & Reach, Bedfordshire, United Kingdom - 2 weeks ago
-
Transport Administrator in Flitwick
Flitwick, United Kingdom - 1 week ago
-
Grounds Machinery Parts Sales Advisor
Colchester, United Kingdom - 1 day ago
-
Waste Operative
Milton Keynes, United Kingdom - 3 weeks ago