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    Trust Manager - London, United Kingdom - Evelyn Partners

    Evelyn Partners
    Evelyn Partners London, United Kingdom

    3 weeks ago

    Default job background
    Full time
    Description
    Job Description

    Purpose of Role

    As a Trust Manager you will be part of the delivery team to ensure that the annual tax compliance work is completed and to start to identify planning opportunities and work in a team delivering for a wide ranging portfolio of clients.

    Job Responsibilities:

    • Delivering high quality service to clients & attendance at client meetings
    • Responsible for a portfolio of trust clients & preparing reports for clients.
    • Reviewing of Trust accounts, Trust returns, inheritance tax returns.
    • Advising Trusts on distributions and Tax regimes and managing the client relationship
    • Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations.
    • Ensuring Evelyn Partners procedures on annual tax cycle are complied with collating and maintaining client information
    • Provide support to your colleagues on chargeable and non-chargeable work when required
    • Provide link in chain to supervise staff members below and support Directors above.
    Qualifications

    Education and Qualifications:

    • ACA/ CTA /STEP or equivalent qualification.

    Experience and Skills:

    • Experience gained within a professional services firm.
    • Experience of working in a Trusts focused team.
    • Good knowledge of personal tax compliance and ideally some exposure to planning/advisory work.
    • Must be able to plan workload to prioritise work to meet conflicting deadlines and cope with pressure.
    • Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner.
    • Must have good inter-personal skills to be able to liaise with clients and other staff members.
    Additional Information

    As a colleague here at Evelyn Partners, you will have access to benefits that include:

    • Competitive salary
    • Private medical insurance
    • Life assurance
    • Pension contribution
    • Hybrid working model (role dependant)
    • Generous holiday package
    • Option to purchase additional holiday
    • Shared parental leave

    We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

    We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

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