Trust Manager – St Albans

New Staff Employment; St Albans; On-site; GBP 55,000 - 70,000; Full time

Job summary

A leading company in St Albans is seeking a Trust Manager to oversee a diverse portfolio of charitable trusts and ensure compliance with financial regulations. The successful candidate will provide mentorship, manage budgets, and liaise with financial teams. Ideal candidates are motivated, resilient, and possess strong communication and organizational skills, with competitive salary offerings reflecting their expertise.

Qualifications

• Key member of the Trust Team managing a diverse portfolio.
• Experience with charitable trusts and high-level taxation preferred.
• Flexible, proactive, and strong communication skills required.

Responsibilities

• Manage UK resident and charitable trusts ensuring tax compliance.
• Review team work while providing training and mentorship.
• Liaise with various teams and monitor budgets.

Skills

Communication

Organizational Skills

Team Skills

Flexibility

Dependability

Proactivity

Resilience

Trust Understanding

Education

CTA and/or STEP Qualified

Qualified by Experience

Tools

CCH Trust Accounts

CCH Personal Tax

CCH Practice Management System

Job description

Location: St Albans, Hertfordshire, England

£55k - 70k per year + Benefits

Newstaff Employment Services is recruiting for a Trust Manager to join a successful company based in St Albans, Herts.

The successful candidate will be a key member of the Trust Team, reporting directly to Directors and Partners, managing a diverse portfolio that includes charitable trusts.

Key Responsibilities:

1. Manage a varied portfolio of UK resident and charitable trusts, ensuring deadlines for annual accounts and tax compliance are met.
2. Review work prepared by team members, providing training and mentorship.
3. Assist with advisory work and ad-hoc matters, including high-level taxation and inheritance tax advice.
4. Liaise with tax, accounts, and financial planning teams to ensure a coordinated approach.
5. Monitor budgets, chargeability, and raise fee notes.
6. Experience with charitable trusts, probate work, and estate accounts is advantageous but not essential, with opportunities for development in these areas.

IT Skills:

• Knowledge of CCH Trust Accounts and CCH Personal Tax is advantageous; the firm uses CCH Practice Management System.
• Ideally CTA and/or STEP qualified or aspiring to achieve STEP qualification.
• Alternatively, qualified by experience.

Working Knowledge:

• Strong understanding of trusts.
• Good communication, organizational, and team skills.
• Flexible, dependable, proactive.
• Motivated, resilient, with a positive outlook.
• Ability to build confidence, respect, and trust quickly.

Working hours: Monday to Friday, 37.5 hours per week, with flexible office hours.

Interested? Please call Anne Marie at 01727 864777 or email your CV to [e-mail]

Reference: AMH/TM/SA-280525

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