Trust Manager

Clark Wood; St Albans; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading regional firm of chartered accountants is seeking an experienced Trust Manager to join their dynamic team in St Albans. This role offers the opportunity to manage a diverse portfolio of UK resident and charitable trusts, ensuring compliance with key deadlines and providing high-level taxation advice. The ideal candidate will have a strong understanding of trusts and be either CTA or STEP qualified, or eager to pursue a STEP qualification. Join a reputable firm where you can develop your skills and make a significant impact in the field of tax recruitment, all while working in a collaborative and supportive environment.

Qualifications

• Experience with CCH Trust Accounts and CCH Personal Tax is advantageous.
• CTA or STEP qualified or desire to work towards STEP qualification.

Responsibilities

• Manage a varied portfolio of UK resident and charitable trusts.
• Review team work and provide training and mentoring.
• Assist with advisory work and liaise with financial teams.

Skills

CCH Trust Accounts

CCH Personal Tax

CTA qualification

STEP qualification

Understanding of trusts

Education

CTA qualification

STEP qualification

Job description

Tax recruitment specialists Clark Wood is currently recruiting on behalf of a highly reputable and leading regional firm of chartered accountants who are looking to add an experienced and driven Trust Manager to the team in their St Albans office.

Duties & 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

Skills:

A working knowledge of CCH Trust Accounts and CCH Personal Tax would be advantageous.

CTA and/or STEP qualified – or a desire to work toward a STEP qualification.

A strong understanding of trusts

For further information on this role please contact Richard Clark at Clark Wood - [e-mail] / Mobile: [phone]