Job Description
Trust Manager – Accountancy Practice
Thame, Oxfordshire
Hybrid & Flexible Working
Competitive, based on experience
An established accountancy and tax advisory practice in Thame is seeking an experienced Trust Manager to join its growing Trusts and Estates team. This is a client-facing role offering responsibility for a complex portfolio of UK trust and estate clients, with strong progression opportunities within a supportive and professional environment.
This opportunity would suit a fully qualified ACA or ACCA professional with strong UK trust and estate experience, ideally from a medium or large accountancy firm.
The Role
As Trust Manager, your key responsibilities will include:
Preparation and review of trust and estate tax returns and trust accounts
Managing a complex portfolio of UK Trust and Estate clients
Reviewing Inheritance Tax (IHT) returns, including death estates, periodic charges and exit charges
Assisting Partners with trust advisory work and technical trust queries
Ongoing administration of trusts, including maintaining the Trust Registration Service (TRS)
Acting as a key point of contact for clients and trustees
Attending Trustee meetings with the lead Partner where required
Supporting senior members of the Trusts team on advisory and compliance matters
Candidate Profile
Fully qualified (ACA or ACCA preferred)
Minimum 3 years’ post-qualified UK practice experience, ideally within a medium or large firm
Strong understanding of UK trusts and estates, including tax implications
Experience preparing trust tax returns and trust accounts
Knowledge of Inheritance Tax (IHT) for trusts and estates
Agricultural and rural trust experience highly desirable
Experience using CCH tax and accounting software beneficial
What’s on Offer
Hybrid working and flexible hours
Opportunity to work closely with Partners on advisory matters
Career progression within a growing Trusts team
Competitive salary and benefits package
Location
Thame, Oxfordshire
Easily commutable from Oxford, Aylesbury, High Wycombe and surrounding areas
Next Steps
For a confidential discussion or to apply, please get in touch Jack Wood on or