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Trust Manager - Top 40 Accountancy Firm
London (Hybrid) - £62,000 - £78,000 + Excellent Benefits Package
Join this esteemed Trust Team as a Trust Manager, reporting directly to Directors and Partners. You'll oversee a captivating portfolio of UK resident and charitable trusts, making meaningful impacts every day.
Key Responsibilities:
Manage a vibrant portfolio, ensuring seamless adherence to crucial deadlines for accounts and tax compliance.
Elevate team performance by reviewing work and providing invaluable guidance.
Tackle diverse advisory tasks, offering expert insights on taxation and Inheritance Tax concerns.
Foster collaboration with tax, accounts, and financial planning teams for a harmonious approach.
Navigate budgets adeptly, monitoring chargeability, and generating fee notes transparently.
Embrace opportunities for skill development in charitable trusts, enriching your expertise.About you:
Be able to utilise CCH Trust Accounts and CCH Personal Tax software, integrated within their CCH Practice Management System.
Hold CTA and/or STEP qualifications or exhibit a strong desire to pursue a STEP qualification.
Command attention with exceptional communication, organisational, and teamwork skills.
Embrace challenges with adaptability and reliability, seizing opportunities to innovate.
Energise the team with self-motivation and resilience, embodying a relentless pursuit of excellence.
Quickly establish rapport and trust with colleagues and clients, forging lasting connections.What's in it for you?
Great benefits including flexible working, generous annual leave, life assurance, private healthcare and much more
Join a top 40 accountancy firm with a rich history and a growing international presence.
Enjoy a friendly and approachable work environment, where we take the time to understand our clients as people.If you're ready to contribute your expertise to a dynamic team and grow in your role as a Trust Manager at this dynamic firm, then please Apply Now