Trust Manager/Senior Manager

Trust Manager/Senior Manager
Location: London
Contract: Permanent
Salary: £60,000 - £85,000 per annum (dependent on experience)
Start Date: Flexible


*Hybrid Working

*
Contact: greg.waite@servicecare.org.uk

Job Description
Service Care Solutions are currently recruiting on behalf of a Top 50 Chartered Accountancy in London for a Trust Manager/Senior Manager to join the team on a permanent basis.

The firm are looking for someone to become a key member of our Trust Team, reporting directly to Directors and Partners and looking after an interesting and varied portfolio that includes charitable trusts.

Main 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.

Candidate Criteria

• CTA and/or STEP Qualified


• Experience in a similar role, managing a Trusts portfolio in practice


• Experience of charitable trusts, probate work and estate accounts advantageous but not essential


• Working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous


• Great communication skills with the ability to work well on own initiative as well as part of a team.

If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk

Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.