TRUST MANAGER - ST ALBANS

Job Description

Salary: Competitive

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)

Job Summary

Recently Viewed Jobs

Belgravia, Greater London
Competitive
Posted 09.11.2023 (8 days remaining)
London, Greater London
Competitive
Posted 10.11.2023 (28 days remaining)
City of London, London
Competitive
Posted 16.11.2023 (28 days remaining)
Somerset, Somerset
Competitive
Posted 15.11.2023 (28 days remaining)
Bristol, Bristol
Competitive
Posted 06.11.2023 (26 days remaining)
Nottingham, Nottinghamshire
Competitive
Posted 03.11.2023 (2 days remaining)
Suffolk, Suffolk
Competitive
Posted 03.11.2023 (28 days remaining)
Brentford, Greater London
Competitive
Posted 14.11.2023 (13 days remaining)
Lambeth, Greater London
Competitive
Posted 08.11.2023 (28 days remaining)
Yeovil, Somerset
Competitive
Posted 07.11.2023 (28 days remaining)

Don’t miss out on future Law Jobs on The Legists!

The Legists collects personal information when you register with us or place an order for products or services. We will use this information to provide the services requested, maintain guarantee records, and, if you agree send marketing information. The Legists will not share your information for marketing purposes with companies outside The Legists. For more information explaining how we use your information please see our Privacy Policy