Job Description
Trust Manager – Accountancy Practice
Winchester
Hybrid & Flexible Working
Competitive, based on experience
A well-established accountancy and tax advisory practice in Winchester is seeking an experienced Trust Manager to join its growing Trusts and Estates team. This is a client-facing role offering responsibility for a diverse portfolio of UK trust and estate clients, with involvement in advisory work and progression opportunities.
This opportunity is ideal for a fully qualified ACA or ACCA professional with strong trust and estate experience who is ready to step into, or continue within, a Manager-level role.
The Role
As Trust Manager, your responsibilities will include:
Managing a portfolio of Trust and Estate clients
Preparation and review of trust and estate tax returns and trust accounts
Reviewing Inheritance Tax (IHT) returns, including death estates, periodic and exit charges
Assisting Partners and Senior Managers with trust advisory projects and technical queries
Ongoing management of trust administration, including the Trust Registration Service (TRS)
Acting as a key point of contact for clients and trustees
Attending Trustee meetings with Partners where required
Supervising and supporting junior members of the Trusts team
Ensuring work is delivered accurately, on time, and to a high technical standard
Candidate Profile
Fully qualified (ACA or ACCA preferred)
Minimum 3+ years’ post-qualified UK practice experience, ideally within a medium or large firm
Minimum 3 years’ post-qualified UK practice experience, ideally within a medium or large firm
Strong understanding of UK trusts and estates and related tax implications
Experience preparing trust tax returns and trust accounts
Solid knowledge of Inheritance Tax for trusts and estates
Agricultural and rural trust experience highly desirable
Experience with 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
Winchester, Hampshire
Easily commutable from Southampton, Eastleigh, Basingstoke and surrounding areas
Next Steps
For a confidential discussion or to apply, please get in touch Jack Wood on or