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

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