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Trust manager or assistant manager

Norwich
Permanent
Hays Accounts and Finance
Assistant manager
Posted: 2 October
Offer description

Trusts Assistant Manager / Manager An exciting opportunity has arisen for an experienced Trusts Assistant Manager / Manager to join a well-established firm's Private Client Team. This role involves managing a portfolio of trusts, ensuring compliance with all relevant regulations, and working closely with medium- and high-net-worth individuals on all aspects of their personal tax affairs. About the Role As a Trusts Assistant Manager / Manager, you will play a vital part in delivering expert estate administration support and trust advisory services. Key responsibilities include: Managing a portfolio of trusts, overseeing administration and compliance. Reviewing annual trust accounts and tax returns using specialist accounting software. Advising trustees on asset management, inheritance tax calculations, and returns. Drafting trustee minutes and resolutions in accordance with legal requirements. Collaborating with Partners and colleagues to provide seamless client service.This is an excellent opportunity for a technically proficient and client-focused professional to develop their career within a highly regarded and forward-thinking Tax team. About You The ideal candidate will have: Experience working in personal tax and trust administration within a practice environment. CTA, ACCA, or ACA qualification (additional professional qualifications such as STEP are highly advantageous). Strong technical knowledge of privat...

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