Trust Manager

Clark Wood; St Albans; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading regional firm of chartered accountants seeks an experienced Trust Manager for their St Albans office. The role encompasses managing a diverse portfolio of trusts, reviewing work, and providing mentorship, with the opportunity for professional development in probate work. Ideal candidates should possess a strong understanding of trusts and relevant qualifications such as CTA or STEP.

Qualifications

• Experience with charitable trusts, probate work, and estate accounts is advantageous.
• Role ideal for candidates with relevant experience in a UK accountancy practice.
• Strong understanding of trusts essential for this position.

Responsibilities

• Manage a portfolio of UK resident and charitable trusts; ensure compliance with deadlines.
• Review and mentor team members' work, assist with advisory and ad-hoc matters.
• Liaise with tax, accounts, and financial planning teams for cohesive operations.

Skills

Knowledge of CCH Trust Accounts

Knowledge of CCH Personal Tax

Understanding of trusts

Education

CTA qualification

STEP qualification or desire to obtain

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]

This role is ideal for candidates with relevant experience in a UK accountancy practice. Unfortunately, we are unable to offer visa sponsorship for this position.